Creating Change in the Charitable World

INSIGHT believes in approaching philanthropy like a business and our team works to ensure your efforts truly make a difference.

We support outcome-driven philanthropy and promote accountability and measurable impact. INSIGHT works with nonprofits, private philanthropists, foundations, social good businesses, and financial advisors to create effective, sustainable charitable partnerships and strategies.

Nonprofits

With 53% of high net worth individuals believing that charities are inefficient and donors being less likely to give to a charity if the impact of their donation is not clear1, the need for accountability and transparency from nonprofits is essential. INSIGHT works with nonprofits of all sizes around the world to streamline operations and messaging to improve donor contributions and retention.

Our expertise lies in operations, external relations, donors outreach, and philanthropic partnerships. INSIGHT specializes in helping nonprofits create and present their message to attract and engage the right donors, partners, and media. Our goal is not just to create connections between nonprofits and donors, it is to create partnerships that are long-term and effective.

Services

Improving donor relations
Redesigning external materials
Designing a marketing strategy
Improving the brand
Developing donor decks
Training staff on donor relations
Identifying funding opportunities
Creating and managing donor events
Conducting media training
Promoting work through media
Designing and implementing programs
Evaluating internal operations
Managing existing projects
Establishing evaluation and metrics system
Reviewing existing programs

Philanthropists

INSIGHT works with philanthropists with a commitment to impactful philanthropic investing. We don’t want to help you donate, we want to help you donate well.

Our team’s background in charitable giving and the nonprofit sector coupled with our understanding of the needs, responsibilities, and expectations of donors allow us to create customized philanthropic plans and partnerships that go the distance.

62% of family businesses believe that philanthropy teaches the next generation family values and how to respect and use the family wealth wisely2.

INSIGHT specializes in working with the next generation of donors to educate them on charitable giving and help them find their voice in the process. We pride ourselves in being able to bridge the gap between generations and find and develop projects that suit everyone’s passions and purpose.

Services

Identifying philanthropic goals
Due diligence on potential partners
Planning and implementing giving strategy
Establishing KPIs and metrics
Evaluating current partnerships
Managing recipient reporting
Designing and executing site visits
Preparing reports on supported causes
Serving as intermediary with charities

Foundations

INSIGHT works with foundations around the world of all sizes to provide the support and expertise necessary to make your philanthropic giving a success. Our team can help with anything from launching a new foundation to the management of ongoing projects to the design and implementation of new programs.

We recognize your foundation wants to keep administrative costs low to ensure your money is helping those who need it most. Our staff is available for single projects or to outsource to long term positions, so you only pay for the hours you need.

Services

Structuring priorities
Designing and implementing programs
Evaluating internal operations
Managing existing projects
Establishing evaluation and metrics system
Reviewing existing programs
Managing recipient reporting
Designing and executing site visits
Preparing reports supported causes
Serving as intermediary with charities

Social Good Business

We prefer the term business philanthropy to corporate philanthropy. Why? Because you don’t have to be a major corporation to do good.

While we work with businesses of all sizes and revenues, we only work with businesses that share the belief that doing good is good business. INSIGHT works with businesses to develop a clear understanding of their philanthropic and professional goals to ensure the two elements are working together effectively.

Services

Identifying objectives
Designing and implementing giving strategy
Due diligence on potential partners
Establishing KPIs and metrics
Managing existing projects
Designing and executing site visits
Creating company messaging
Promoting giving through media outreach

Financial advisors

Two-thirds of the United Kingdom’s wealthiest people believe that lawyers, accountants, and wealth managers should cover charitable giving. 73% percent think philanthropic advice should be offered free or as a low cost service from their professional advisors3. For firms without in house philanthropic counsel, INSIGHT is a simple solution.

Our team works with wealth advisors, family offices, lawyers and financial managers to ensure the clients who want to improve or expand their philanthropic impact have the resources and expertise to do so. We believe in complimenting your efforts – not competing with them.

Services

Identifying philanthropic goals
Due diligence on potential partners
Planning and implementing giving strategy
Establishing KPIs and metrics
Evaluating current partnerships
Managing recipient reporting
Designing and executing site visits
Preparing reports on supported causes
Serving as intermediary with charities

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