Philanthropic Guidance

Arabella Advisors partners with a wide range of clients to help them achieve their impact goals. From social entrepreneurs and families to impact investors, corporations, and many of the world’s largest foundations, we enable people to accomplish philanthropic missions.

Our dedicated team guides both new and veteran philanthropists through each stage of their journey toward impact. We customize our services to meet their needs, whether they want to translate a big, bold idea into action or desire a quieter approach to their giving. As a strategic thought partner and experienced implementer, we can help philanthropists make the most of their time and resources, maximizing their philanthropic investments and helping them reach the goals that they find most meaningful.

We provide strategy and program planning services, which can include helping clients develop shared mission, vision, and values statements; design creative strategies and programs; and develop and implement new initiatives. We also offer full-cycle domestic and international grants management, which includes conducting due diligence; monitoring, evaluating, and facilitating learning; and major gifts structuring. We guide clients through board and governance facilitation, family engagement, collaboration, and network building. Our in-house experts can ensure financial, tax, and legal compliance; provide convening and learning support; develop policy and advocacy strategy; and perform administration and daily operations. Arabella also offers platforms and expertise for fiscal sponsorship and project incubation. In addition, our dedicated impact investing team can design, implement, and evaluate impact investing strategies that further philanthropists’ social or environmental goals.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.arabellaadvisors.com

Locations

Washington, DC

1201 Connecticut Ave. NW
Suite 300
Washington, DC 20036
Phone: (202) 595-1020

Chicago

211 West Wacker Drive
Suite 1550
Chicago, IL 60606
Phone: (312) 283-0362

New York

1441 Broadway
Suite 2002
New York, NY 10018
Phone: (646) 701-7914

San Francisco

340 Pine Street
Suite 401
San Francisco, CA 94104
Phone: (415) 677-9700

Excellence in Giving was designed for active families and busy executives who desire to achieve a high return on their philanthropic investments and experience more joy in the process.

Excellence in Giving's advisory role begins by identifying their clients' passions, values and focus for their philanthropy. The second phase of their process evaluates past giving experiences and develops a Giving Game Plan. Finally, Excellence in Giving manages the client's giving portfolio by: reviewing all incoming grant requests, performing appropriate levels of due diligence, conducting family meetings, establishing success benchmarks for each gift, and gathering measurable post-grant data from philanthropic investments

Their full-service advisory approach to charitable giving allows clients to give with confidence using a disciplined yet flexible framework to achieve their philanthropic investment goals.

• Discovery Process
• Giving Meetings
• Grantee Evaluation
• Gift Optimization
• Impact Reporting
• Grant Administration
• Multigenerational Family Giving
• Nonprofit Evaluation Projects
• Community Solutions Assessments
• Topical/Geographic Research Projects

Lead Advisor Profile

Mr. Albert J. Mueller has provided investment advice to institutions, individuals and families of significant wealth for more than 20 years. During his career at Morgan Stanley and UBS, Mr. Mueller had responsibility for evaluating and recommending investments in virtually every asset class. His clients relied on his ability to construct and manage portfolios to achieve their investment objectives.

Mr. Mueller's professional experience on Wall Street and personal experience as a major donor and board member have prepared him to provide Excellence in GivingSM clients with valuable insight into the effective use of their philanthropic capital.

Mr. Mueller's expertise is complemented by a team of experienced professionals. The research department and client service personnel provide customized grant management services and premier philanthropic advice. The Excellence in Giving team is integrally aware of philanthropic errors to avoid and wisdom to heed. Their proprietary philanthropic tools, sensitivity to client interests, and research-backed strategies provide the best client experience in the philanthropic sector.

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

excellenceingiving.com

Locations

Colorado

830 Tenderfoot Hill Road, 
Suite 310
Colorado Springs, CO 80906
Call: 719-329-1515

720 S Elizabeth St
Denver, CO 80209
Call: 720-524-7625

Texas

2824 Swiss Ave
Dallas, TX 75204
Call: 972-331-4775

Massachusetts

67 West Street 2nd Floor
Medfield, MA 02052
Call: 781-635-3684

Maryland

8133 Elliot Road, Suite 240
Easton, MD 21601
Call: 410-690-4798

California

40 Anacapa Lane
Aliso Vieja, CA 92656
Call: 949-338-5407

Pacific Foundation Services (PFS) works with philanthropists to support nonprofits and help communities thrive. Together with its clients, PFS champions meaningful, inclusive, and effective philanthropy. Working with more than 60 donors, with charitable assets ranging from $10 million to over $1 billion, PFS facilitates $235 million in annual grants. PFS takes a one-size-fits-one approach that meets donors where they are and gets them to where they want to go.

Services:

• Giving Strategy: PFS helps donors identify their philanthropic interests, design giving plans that fulfill their goals, and keep those programs vital, ensuring they remain relevant and responsive to the nonprofit community.
• Nonprofit Selection: PFS is committed to building strong connections between each donor and the community they want to support. Working independently or alongside the donor, PFS conducts due diligence of potential grantees by researching nonprofits, reviewing proposals, and conducting site visits.
• Giving Implementation: PFS works collaboratively with donors to act on their giving strategy. They prepare giving summary materials to make it easy for donors to engage in the nonprofit selection process, and host meetings with donors to review grant recommendation strategies.
• Managing Private Foundations: PFS partners with new private foundation leaders to help them find their philanthropic voice. They provide foundations with the right mix of strategic advice, board support, grantmaking programs, compliance, financial management, and a physical home. PFS can be the entire foundation staff or can help with a portion of operations or grantmaking activities.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

https://pfs-llc.net/

Locations

San Francisco

1660 Bush Street
Suite 300
San Francisco, California 94109
Call: 415.561.6540 (Main Line)

Silicon Valley

Town & Country Village
855 El Camino Real
Building 4, Suite 250
Palo Alto, CA 94301
Call: 650.897.0273

North Bay

703 Second Street, Suite 321
Santa Rosa, CA 95404
Call: 707.266.7055

Rockefeller Philanthropy Advisors (RPA) helps donors create and direct thoughtful, effective charitable giving programs throughout the world. They represent the cumulative knowledge and experience of more than a century of high-quality professional service to America's most philanthropic family and have supported over $3 billion of grant-making. Today, Rockefeller Philanthropy Advisors works with more than 160 donors, facilitating $200 million in grants and social investments to more than 20 countries in Africa, Asia, the Caribbean, Europe, Latin America, and North America.

RPA's broad range of services includes:

• Guiding the creation of a mission or program focus for giving
• Providing in-depth research and advice on issues, approaches, and best practices
• Supporting fiscal sponsorship and re-granting programs
• Implementing and evaluating competitive grant programs
• Assessing the quality, results and impact of grant-making
• Organizing and leading customized retreats, intergenerational dialogue, and training programs

Advisors

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.rockpa.org

Locations

New York Office

6 West 48th Street
10th Floor
New York, NY 10036
Call: 212-812-4330
Fax: 212-812-4335

Chicago Office

980 North Michigan Ave
Suite 1120
Chicago, IL 60611
Call: 312-324-0742
Fax: 312-445-8739

Los Angeles Office

6300 Wilshire Boulevard
Suite 820
Los Angeles, CA 90048
Call: 323-658-4200
Fax: 323-658-4205

San Francisco Office

50 California Street
Suite 3165
San Francisco, CA 94111
Call: 415-543-0733
Fax: 415-543-0735

Excellence in Giving was designed for active families and busy executives who desire to achieve a high return on their philanthropic investments and experience more joy in the process.

Excellence in Giving's advisory role begins by identifying their clients' passions, values and focus for their philanthropy. The second phase of their process evaluates past giving experiences and develops a Giving Game Plan. Finally, Excellence in Giving manages the client's giving portfolio by: reviewing all incoming grant requests, performing appropriate levels of due diligence, conducting family meetings, establishing success benchmarks for each gift, and gathering measurable post-grant data from philanthropic investments

Their full-service advisory approach to charitable giving allows clients to give with confidence using a disciplined yet flexible framework to achieve their philanthropic investment goals.

• Discovery Process
• Giving Meetings
• Grantee Evaluation
• Gift Optimization
• Impact Reporting
• Grant Administration
• Multigenerational Family Giving
• Nonprofit Evaluation Projects
• Community Solutions Assessments
• Topical/Geographic Research Projects

Lead Advisor Profile

Mr. Albert J. Mueller has provided investment advice to institutions, individuals and families of significant wealth for more than 20 years. During his career at Morgan Stanley and UBS, Mr. Mueller had responsibility for evaluating and recommending investments in virtually every asset class. His clients relied on his ability to construct and manage portfolios to achieve their investment objectives.

Mr. Mueller's professional experience on Wall Street and personal experience as a major donor and board member have prepared him to provide Excellence in GivingSM clients with valuable insight into the effective use of their philanthropic capital.

Mr. Mueller's expertise is complemented by a team of experienced professionals. The research department and client service personnel provide customized grant management services and premier philanthropic advice. The Excellence in Giving team is integrally aware of philanthropic errors to avoid and wisdom to heed. Their proprietary philanthropic tools, sensitivity to client interests, and research-backed strategies provide the best client experience in the philanthropic sector.

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

excellenceingiving.com

Locations

Colorado

830 Tenderfoot Hill Road, 
Suite 310
Colorado Springs, CO 80906
Call: 719-329-1515

720 S Elizabeth St
Denver, CO 80209
Call: 720-524-7625

Texas

2824 Swiss Ave
Dallas, TX 75204
Call: 972-331-4775

Massachusetts

67 West Street 2nd Floor
Medfield, MA 02052
Call: 781-635-3684

Maryland

8133 Elliot Road, Suite 240
Easton, MD 21601
Call: 410-690-4798

California

40 Anacapa Lane
Aliso Vieja, CA 92656
Call: 949-338-5407

Arabella Advisors partners with a wide range of clients to help them achieve their impact goals. From social entrepreneurs and families to impact investors, corporations, and many of the world’s largest foundations, we enable people to accomplish philanthropic missions.

Our dedicated team guides both new and veteran philanthropists through each stage of their journey toward impact. We customize our services to meet their needs, whether they want to translate a big, bold idea into action or desire a quieter approach to their giving. As a strategic thought partner and experienced implementer, we can help philanthropists make the most of their time and resources, maximizing their philanthropic investments and helping them reach the goals that they find most meaningful.

We provide strategy and program planning services, which can include helping clients develop shared mission, vision, and values statements; design creative strategies and programs; and develop and implement new initiatives. We also offer full-cycle domestic and international grants management, which includes conducting due diligence; monitoring, evaluating, and facilitating learning; and major gifts structuring. We guide clients through board and governance facilitation, family engagement, collaboration, and network building. Our in-house experts can ensure financial, tax, and legal compliance; provide convening and learning support; develop policy and advocacy strategy; and perform administration and daily operations. Arabella also offers platforms and expertise for fiscal sponsorship and project incubation. In addition, our dedicated impact investing team can design, implement, and evaluate impact investing strategies that further philanthropists’ social or environmental goals.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.arabellaadvisors.com

Locations

Washington, DC

1201 Connecticut Ave. NW
Suite 300
Washington, DC 20036
Phone: (202) 595-1020

Chicago

211 West Wacker Drive
Suite 1550
Chicago, IL 60606
Phone: (312) 283-0362

New York

1441 Broadway
Suite 2002
New York, NY 10018
Phone: (646) 701-7914

San Francisco

340 Pine Street
Suite 401
San Francisco, CA 94104
Phone: (415) 677-9700

Arabella Advisors partners with a wide range of clients to help them achieve their impact goals. From social entrepreneurs and families to impact investors, corporations, and many of the world’s largest foundations, we enable people to accomplish philanthropic missions.

Our dedicated team guides both new and veteran philanthropists through each stage of their journey toward impact. We customize our services to meet their needs, whether they want to translate a big, bold idea into action or desire a quieter approach to their giving. As a strategic thought partner and experienced implementer, we can help philanthropists make the most of their time and resources, maximizing their philanthropic investments and helping them reach the goals that they find most meaningful.

We provide strategy and program planning services, which can include helping clients develop shared mission, vision, and values statements; design creative strategies and programs; and develop and implement new initiatives. We also offer full-cycle domestic and international grants management, which includes conducting due diligence; monitoring, evaluating, and facilitating learning; and major gifts structuring. We guide clients through board and governance facilitation, family engagement, collaboration, and network building. Our in-house experts can ensure financial, tax, and legal compliance; provide convening and learning support; develop policy and advocacy strategy; and perform administration and daily operations. Arabella also offers platforms and expertise for fiscal sponsorship and project incubation. In addition, our dedicated impact investing team can design, implement, and evaluate impact investing strategies that further philanthropists’ social or environmental goals.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.arabellaadvisors.com

Locations

Washington, DC

1201 Connecticut Ave. NW
Suite 300
Washington, DC 20036
Phone: (202) 595-1020

Chicago

211 West Wacker Drive
Suite 1550
Chicago, IL 60606
Phone: (312) 283-0362

New York

1441 Broadway
Suite 2002
New York, NY 10018
Phone: (646) 701-7914

San Francisco

340 Pine Street
Suite 401
San Francisco, CA 94104
Phone: (415) 677-9700

Rockefeller Philanthropy Advisors (RPA) helps donors create and direct thoughtful, effective charitable giving programs throughout the world. They represent the cumulative knowledge and experience of more than a century of high-quality professional service to America's most philanthropic family and have supported over $3 billion of grant-making. Today, Rockefeller Philanthropy Advisors works with more than 160 donors, facilitating $200 million in grants and social investments to more than 20 countries in Africa, Asia, the Caribbean, Europe, Latin America, and North America.

RPA's broad range of services includes:

• Guiding the creation of a mission or program focus for giving
• Providing in-depth research and advice on issues, approaches, and best practices
• Supporting fiscal sponsorship and re-granting programs
• Implementing and evaluating competitive grant programs
• Assessing the quality, results and impact of grant-making
• Organizing and leading customized retreats, intergenerational dialogue, and training programs

Advisors

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.rockpa.org

Locations

New York Office

6 West 48th Street
10th Floor
New York, NY 10036
Call: 212-812-4330
Fax: 212-812-4335

Chicago Office

980 North Michigan Ave
Suite 1120
Chicago, IL 60611
Call: 312-324-0742
Fax: 312-445-8739

Los Angeles Office

6300 Wilshire Boulevard
Suite 820
Los Angeles, CA 90048
Call: 323-658-4200
Fax: 323-658-4205

San Francisco Office

50 California Street
Suite 3165
San Francisco, CA 94111
Call: 415-543-0733
Fax: 415-543-0735

Strategic Philanthropy, Ltd. is a global philanthropic advisory firm headquartered in Chicago. Since 2000 the firm has been a leader in the philanthropic advisory field helping individuals, families, and closely held and family owned businesses plan, assess, and manage their charitable giving.

As a Multi-Family Philanthropic OfficeTM, SP offers a customized suite of services designed to meet donors wherever they are in their philanthropic journey and to help them achieve measurable and real impact with their charitable dollars. Among the services offered by the firm are:

• Mission development.
• Developing landscape and opportunity analyses.
• Identifying and qualifying potential grantees.
• Providing the protocol and procedures for meaningful grant-making.
• Evaluation and Assessment of grant-making to ensure continued alignment with donor intent.
• Facilitating involvement of next generation(s) in family philanthropy.
• Facilitating one time significant gifts to organizations and institutions successfully protecting donor intent.
• Integration of lifetime and legacy charitable giving.
• Providing full back office management of the grant-making process.

The full time professional staff is supported by a global team of Associates who are philanthropic specialists providing on the ground knowledge of populations, geographic regions and the charitable sector. The team approach of Strategic Philanthropy, Ltd. provides donors with a depth and breadth of experience that contributes to and ensures informed philanthropic decisions.

Strategic Philanthropy, Ltd. is donor-centric; it provides no legal or financial advice or counsel and instead works in partnership with the donor’s advisors. The firm does not consult to nonprofit organizations or promote issues areas and is vehicle agnostic.

Advisors

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

https://stratphilanthropy.com/talk-to-us/

Locations

1700 W Irving Park Road
Chicago, IL 60613
Call: 773-244-5185

Dietel & Partners is a certified women-owned, family business that grew out of the Dietel family's collective experience in the giving and receiving sides of philanthropy. One of the firm's co-founders was president of the Rockefeller Brothers Fund for two generations; the Dietel family is in the fourth generation of their own inherited wealth; and the entire team has deep roots in nonprofit work. Today, four partners and a support staff provide counsel and support to their clients. Together, Dietel & Partners has almost 80 years' experience nurturing long-time relationships with some of America's most influential families who have trusted their approach to philanthropy to us.

We'll accompany you.

We appreciate that managing your philanthropy can be overwhelming and isolating, and that it may require more time and thought than you're able to invest. We orient our services to your comfort level and move forward with you, step by step. From the start, you will have a direct relationship with one of the firm’s Partners who takes earning your trust seriously, marked by accessibility, deep inquiry and responsible leadership. In the process, you'll realize your potential to affect change.

We'll show you what’s possible with your resources.

Our value as a partner is not in shepherding transactions for you, but in expanding your understanding of what is possible with philanthropy. We'll design a philanthropic experience that fits your values, risk tolerance and family dynamics. We'll find opportunities for you to partner with leaders of organizations who are addressing the needs of populations you care about, and solving issues important to you. If desired, we play quarterback with other family advisors to help put core values that guide your philanthropy at the center of all your financial planning.

We'll guide your giving in stages, in highly-customized engagements.

We recommend an integrated experience of giving, right sized to your appetite and to the capacity constraints of the organizations you’re supporting. Perhaps your portfolio will include a mix of early-stage grant recommendations for a new social enterprise, funding direct delivery of services to an established charitable organization, and support for policy and advocacy activities in an issue area you care about. You’ll get a refined understanding of what’s involved to create social change, and we’ll fine tune your approach as we learn together.

We bridge the powers of philanthropists with changemakers to create systemic impact.

We're cross-trained on all sides of philanthropy—as family philanthropic advisors, managers of nonprofits, funding collaborators, board members and managers of our own philanthropy. This allows us a wider and wiser perspective on what’s needed to create long-term, systemic change. We steward your philanthropy with intentionality and a respect for the personal power and integrity of all involved.

“One of the things that distinguishes us, as advisors with multiple clients and multiple interest areas, is that we can draw from all and say, 'Ah, I've seen this challenge before.' We can bring our clients some of that 'weaving.'”—Tory Dietel Hopps

Names of specific advisors working at the firm

Betsy Dietel, Senior Partner, Flint Hill, VA

Ren Dietel, Senior Partner, Seattle, WA

Tory Dietel Hopps, Managing Partner, Cumberland, ME

Carol Pickering, Senior Partner, Portland, ME

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.DietelAndPartners.com

Locations

Headquarters
PO Box 704
Cumberland, ME 04021

Virginia
15A Over Jordan Farm Lane
Flint Hill, VA 22627

Washington
2027 34th Ave South
Seattle, WA 98144

Excellence in Giving was designed for active families and busy executives who desire to achieve a high return on their philanthropic investments and experience more joy in the process.

Excellence in Giving's advisory role begins by identifying their clients' passions, values and focus for their philanthropy. The second phase of their process evaluates past giving experiences and develops a Giving Game Plan. Finally, Excellence in Giving manages the client's giving portfolio by: reviewing all incoming grant requests, performing appropriate levels of due diligence, conducting family meetings, establishing success benchmarks for each gift, and gathering measurable post-grant data from philanthropic investments

Their full-service advisory approach to charitable giving allows clients to give with confidence using a disciplined yet flexible framework to achieve their philanthropic investment goals.

• Discovery Process
• Giving Meetings
• Grantee Evaluation
• Gift Optimization
• Impact Reporting
• Grant Administration
• Multigenerational Family Giving
• Nonprofit Evaluation Projects
• Community Solutions Assessments
• Topical/Geographic Research Projects

Lead Advisor Profile

Mr. Albert J. Mueller has provided investment advice to institutions, individuals and families of significant wealth for more than 20 years. During his career at Morgan Stanley and UBS, Mr. Mueller had responsibility for evaluating and recommending investments in virtually every asset class. His clients relied on his ability to construct and manage portfolios to achieve their investment objectives.

Mr. Mueller's professional experience on Wall Street and personal experience as a major donor and board member have prepared him to provide Excellence in GivingSM clients with valuable insight into the effective use of their philanthropic capital.

Mr. Mueller's expertise is complemented by a team of experienced professionals. The research department and client service personnel provide customized grant management services and premier philanthropic advice. The Excellence in Giving team is integrally aware of philanthropic errors to avoid and wisdom to heed. Their proprietary philanthropic tools, sensitivity to client interests, and research-backed strategies provide the best client experience in the philanthropic sector.

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

excellenceingiving.com

Locations

Colorado

830 Tenderfoot Hill Road, 
Suite 310
Colorado Springs, CO 80906
Call: 719-329-1515

720 S Elizabeth St
Denver, CO 80209
Call: 720-524-7625

Texas

2824 Swiss Ave
Dallas, TX 75204
Call: 972-331-4775

Massachusetts

67 West Street 2nd Floor
Medfield, MA 02052
Call: 781-635-3684

Maryland

8133 Elliot Road, Suite 240
Easton, MD 21601
Call: 410-690-4798

California

40 Anacapa Lane
Aliso Vieja, CA 92656
Call: 949-338-5407

Excellence in Giving was designed for active families and busy executives who desire to achieve a high return on their philanthropic investments and experience more joy in the process.

Excellence in Giving's advisory role begins by identifying their clients' passions, values and focus for their philanthropy. The second phase of their process evaluates past giving experiences and develops a Giving Game Plan. Finally, Excellence in Giving manages the client's giving portfolio by: reviewing all incoming grant requests, performing appropriate levels of due diligence, conducting family meetings, establishing success benchmarks for each gift, and gathering measurable post-grant data from philanthropic investments

Their full-service advisory approach to charitable giving allows clients to give with confidence using a disciplined yet flexible framework to achieve their philanthropic investment goals.

• Discovery Process
• Giving Meetings
• Grantee Evaluation
• Gift Optimization
• Impact Reporting
• Grant Administration
• Multigenerational Family Giving
• Nonprofit Evaluation Projects
• Community Solutions Assessments
• Topical/Geographic Research Projects

Lead Advisor Profile

Mr. Albert J. Mueller has provided investment advice to institutions, individuals and families of significant wealth for more than 20 years. During his career at Morgan Stanley and UBS, Mr. Mueller had responsibility for evaluating and recommending investments in virtually every asset class. His clients relied on his ability to construct and manage portfolios to achieve their investment objectives.

Mr. Mueller's professional experience on Wall Street and personal experience as a major donor and board member have prepared him to provide Excellence in GivingSM clients with valuable insight into the effective use of their philanthropic capital.

Mr. Mueller's expertise is complemented by a team of experienced professionals. The research department and client service personnel provide customized grant management services and premier philanthropic advice. The Excellence in Giving team is integrally aware of philanthropic errors to avoid and wisdom to heed. Their proprietary philanthropic tools, sensitivity to client interests, and research-backed strategies provide the best client experience in the philanthropic sector.

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

excellenceingiving.com

Locations

Colorado

830 Tenderfoot Hill Road, 
Suite 310
Colorado Springs, CO 80906
Call: 719-329-1515

720 S Elizabeth St
Denver, CO 80209
Call: 720-524-7625

Texas

2824 Swiss Ave
Dallas, TX 75204
Call: 972-331-4775

Massachusetts

67 West Street 2nd Floor
Medfield, MA 02052
Call: 781-635-3684

Maryland

8133 Elliot Road, Suite 240
Easton, MD 21601
Call: 410-690-4798

California

40 Anacapa Lane
Aliso Vieja, CA 92656
Call: 949-338-5407

GMA helps donors define and reach their philanthropic goals with expert advice and comprehensive services. We are an employee-owned firm, driven by our belief in the transformative nature of philanthropy.

Our full range of services—from strategy and program design to financial management and administration—is designed to help our clients achieve greater impact, build stronger connections, stay efficient and compliant, and chart a clear path to success.

GMA's President, Mary Phillips, co-founded the firm in 1982 to help foundations achieve greater impact through more effective grantmaking. Today we serve as ongoing staff and consultants to a wide range of foundations and giving programs, focused on communities across New England, the USA, and the world.

GMA customizes services based on your priorities. We can work with you to define and focus on your mission, build community ties, serve as your point-of-contact, structure your grantmaking process, collaborate with other donors, understand your impact, and realize the potential of your giving.

GMA advisors, working on a project or ongoing basis, help navigate transitions and shape the future. We are frequently asked to:

• identify high impact funding opportunities
• launch a new foundation or giving program
• prepare for a change in leadership
• research a field of interest
• assess current strategy and impact
• contemplate a change in focus
• support philanthropic identity

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.gmafoundations.com

Locations

2 Liberty Square
Suite 500
Boston, Massachusetts 02109

The Philanthropic Initiative, Inc. (TPI) is an ally and consultant to ambitious donors looking to embrace creativity in their pursuit of deep social impact.

Starting from the values and interests of the donor, TPI balances the art and the science of effective philanthropy. Our seasoned teams, creative thought and track record of success instill the confidence that allows our clients to act more boldly.

In 1989, TPI pioneered the field of strategic philanthropy advising. As a nonprofit with a mission to help donors dream big and act wisely, we continue to lead the exploration and expansion of the field. Through TPI’s Center for Global Philanthropy, we have become an unparalleled resource for international donors.

Families, foundations and corporations—across the Americas, Europe and Asia—rely on TPI to develop and execute customized strategies. As though partner or staff, we work across the continuum from visioning and strategy through implementation and evolution.

Our work with donors often includes:

• Creating a new foundation or strategic plan
• Executing a new program or assessing one for greater impact
• Facilitating family giving or engaging the next generation

Advisors

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.tpi.org

Locations

The Philanthropic Initiative

160 Federal Street, Floor 8
Boston, MA 02110
Call: 617-338-2590
Fax: 617-338-2591

As a leading, global philanthropic advisory firm, we design giving strategies for the greatest social impact.

Our client-centered approach is attractive to many clients:

• Donors and their professional advisors
• Multi-generational families of means
• Private foundations and donor-advised funds
• Corporate social responsibility programs
• Social entrepreneurs

Responding to a greater service calling, our client offerings now include a faith-in-philanthropy giving option. 

Our service passion remains the same—helping clients venture the nexus of society's three sectors with giving strategies that uniquely animate donor generosity for the greatest impact.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.venture3philanthropy.com

Locations

10455 5 Mile Road NE
Ada, Michigan 49301
Call: 617-224-8400

Arabella Advisors partners with a wide range of clients to help them achieve their impact goals. From social entrepreneurs and families to impact investors, corporations, and many of the world’s largest foundations, we enable people to accomplish philanthropic missions.

Our dedicated team guides both new and veteran philanthropists through each stage of their journey toward impact. We customize our services to meet their needs, whether they want to translate a big, bold idea into action or desire a quieter approach to their giving. As a strategic thought partner and experienced implementer, we can help philanthropists make the most of their time and resources, maximizing their philanthropic investments and helping them reach the goals that they find most meaningful.

We provide strategy and program planning services, which can include helping clients develop shared mission, vision, and values statements; design creative strategies and programs; and develop and implement new initiatives. We also offer full-cycle domestic and international grants management, which includes conducting due diligence; monitoring, evaluating, and facilitating learning; and major gifts structuring. We guide clients through board and governance facilitation, family engagement, collaboration, and network building. Our in-house experts can ensure financial, tax, and legal compliance; provide convening and learning support; develop policy and advocacy strategy; and perform administration and daily operations. Arabella also offers platforms and expertise for fiscal sponsorship and project incubation. In addition, our dedicated impact investing team can design, implement, and evaluate impact investing strategies that further philanthropists’ social or environmental goals.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.arabellaadvisors.com

Locations

Washington, DC

1201 Connecticut Ave. NW
Suite 300
Washington, DC 20036
Phone: (202) 595-1020

Chicago

211 West Wacker Drive
Suite 1550
Chicago, IL 60606
Phone: (312) 283-0362

New York

1441 Broadway
Suite 2002
New York, NY 10018
Phone: (646) 701-7914

San Francisco

340 Pine Street
Suite 401
San Francisco, CA 94104
Phone: (415) 677-9700

Philanthropy Advisors, LLC, offers customized information, advice, and services to clients in all aspects of their giving. Among the most experienced philanthropic advisory and management providers in the country, Philanthropy Advisors assists individuals and families, as well as foundations, trusts, donor-advised funds, other professional advisors, and giving circles.

The firm designs philanthropic programs and strategies for clients and briefs them on issues of concern and personal interest. It works with families to address family-related philanthropic challenges and offers clients expert guidance on a variety of governance matters. Finally, Philanthropy Advisors helps clients make connections between their charitable giving and the world, and identifies ways their philanthropy can achieve significant change.

Philanthropy Advisors maintains a small staff in the New York area and a network of senior consultants throughout the country.

Lauren Katzowitz Shenfield, Principal and Senior Advisor, founded Philanthropy Advisors and is deeply engaged in the work of helping each client achieve family and philanthropic goals.

Advisor Profile

Philanthropy Advisors, LLC, is a private practice that Lauren maintains at a size allowing her to serve all clients personally. In addition to general management, Lauren specializes in helping donors design and revisit mission and grant-making strategies in difficult economic times. She guides clients in creating innovative grant programs and in evaluating their effectiveness as philanthropists. A nationally recognized facilitator of family foundation board retreats, she has worked with more than 30 private philanthropies to address intergenerational issues, resolve conflict and develop inspired, strategic grant programs. Among her specialized services, she serves as an executive coach to family and professional staff.

Lauren graduated with honors from Brandeis University and the Columbia University Graduate School of Journalism. She has served on the boards of The Baron De Hirsch Fund, Copland House, a unique center for American music, and the Media & Policy Foundation and is a member of the Professional Advisory Committees of the Metropolitan Museum of Art and the Central Park Conservancy.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.philanthropyadvisorsny.org

Locations

P.O. Box 9
Croton-on-Hudson, NY 10520
Call: (914)419-3729

Rockefeller Philanthropy Advisors (RPA) helps donors create and direct thoughtful, effective charitable giving programs throughout the world. They represent the cumulative knowledge and experience of more than a century of high-quality professional service to America's most philanthropic family and have supported over $3 billion of grant-making. Today, Rockefeller Philanthropy Advisors works with more than 160 donors, facilitating $200 million in grants and social investments to more than 20 countries in Africa, Asia, the Caribbean, Europe, Latin America, and North America.

RPA's broad range of services includes:

• Guiding the creation of a mission or program focus for giving
• Providing in-depth research and advice on issues, approaches, and best practices
• Supporting fiscal sponsorship and re-granting programs
• Implementing and evaluating competitive grant programs
• Assessing the quality, results and impact of grant-making
• Organizing and leading customized retreats, intergenerational dialogue, and training programs

Advisors

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.rockpa.org

Locations

New York Office

6 West 48th Street
10th Floor
New York, NY 10036
Call: 212-812-4330
Fax: 212-812-4335

Chicago Office

980 North Michigan Ave
Suite 1120
Chicago, IL 60611
Call: 312-324-0742
Fax: 312-445-8739

Los Angeles Office

6300 Wilshire Boulevard
Suite 820
Los Angeles, CA 90048
Call: 323-658-4200
Fax: 323-658-4205

San Francisco Office

50 California Street
Suite 3165
San Francisco, CA 94111
Call: 415-543-0733
Fax: 415-543-0735

Mindful Philanthropy acts as a catalyst and multiplier for investment in mental health, addiction and community well-being through the following activities:

Connecting and convening funders to increase their knowledge in mental health and well being and collaborate on initiatives that matter most to them. Guiding funders toward strategy and smart investments that align with their priorities and values to achieve greater scale and impact. Uplifting proven and promising opportunities that are ready to fund now by introducing funders to nonprofits not widely known and raising overall access to organizations doing impactful work.

Mindful Philanthropy operates as an objective expert in the complex mental health and well-being landscape and understands how mental health and addiction influence other philanthropic sectors – from education to homelessness to climate change. As a guide, Mindful Philanthropy simplifies the complex and vast mental health landscape, helps funders speed up the learning journey, and amplifies your impact at the intersection of mental health and other issue areas.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.mindfulphilanthropy.org

www.linkedin.com/company/mindful-philanthropy-inc

Locations

Mindful Philanthropy
c/o Alyson Ferguson
1501 Cherry Street
Philadelphia, PA 19102

Excellence in Giving was designed for active families and busy executives who desire to achieve a high return on their philanthropic investments and experience more joy in the process.

Excellence in Giving's advisory role begins by identifying their clients' passions, values and focus for their philanthropy. The second phase of their process evaluates past giving experiences and develops a Giving Game Plan. Finally, Excellence in Giving manages the client's giving portfolio by: reviewing all incoming grant requests, performing appropriate levels of due diligence, conducting family meetings, establishing success benchmarks for each gift, and gathering measurable post-grant data from philanthropic investments

Their full-service advisory approach to charitable giving allows clients to give with confidence using a disciplined yet flexible framework to achieve their philanthropic investment goals.

• Discovery Process
• Giving Meetings
• Grantee Evaluation
• Gift Optimization
• Impact Reporting
• Grant Administration
• Multigenerational Family Giving
• Nonprofit Evaluation Projects
• Community Solutions Assessments
• Topical/Geographic Research Projects

Lead Advisor Profile

Mr. Albert J. Mueller has provided investment advice to institutions, individuals and families of significant wealth for more than 20 years. During his career at Morgan Stanley and UBS, Mr. Mueller had responsibility for evaluating and recommending investments in virtually every asset class. His clients relied on his ability to construct and manage portfolios to achieve their investment objectives.

Mr. Mueller's professional experience on Wall Street and personal experience as a major donor and board member have prepared him to provide Excellence in GivingSM clients with valuable insight into the effective use of their philanthropic capital.

Mr. Mueller's expertise is complemented by a team of experienced professionals. The research department and client service personnel provide customized grant management services and premier philanthropic advice. The Excellence in Giving team is integrally aware of philanthropic errors to avoid and wisdom to heed. Their proprietary philanthropic tools, sensitivity to client interests, and research-backed strategies provide the best client experience in the philanthropic sector.

Multiple advisors are available.

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

excellenceingiving.com

Locations

Colorado

830 Tenderfoot Hill Road, 
Suite 310
Colorado Springs, CO 80906
Call: 719-329-1515

720 S Elizabeth St
Denver, CO 80209
Call: 720-524-7625

Texas

2824 Swiss Ave
Dallas, TX 75204
Call: 972-331-4775

Massachusetts

67 West Street 2nd Floor
Medfield, MA 02052
Call: 781-635-3684

Maryland

8133 Elliot Road, Suite 240
Easton, MD 21601
Call: 410-690-4798

California

40 Anacapa Lane
Aliso Vieja, CA 92656
Call: 949-338-5407

Dietel & Partners is a certified women-owned, family business that grew out of the Dietel family's collective experience in the giving and receiving sides of philanthropy. One of the firm's co-founders was president of the Rockefeller Brothers Fund for two generations; the Dietel family is in the fourth generation of their own inherited wealth; and the entire team has deep roots in nonprofit work. Today, four partners and a support staff provide counsel and support to their clients. Together, Dietel & Partners has almost 80 years' experience nurturing long-time relationships with some of America's most influential families who have trusted their approach to philanthropy to us.

We'll accompany you.

We appreciate that managing your philanthropy can be overwhelming and isolating, and that it may require more time and thought than you're able to invest. We orient our services to your comfort level and move forward with you, step by step. From the start, you will have a direct relationship with one of the firm’s Partners who takes earning your trust seriously, marked by accessibility, deep inquiry and responsible leadership. In the process, you'll realize your potential to affect change.

We'll show you what’s possible with your resources.

Our value as a partner is not in shepherding transactions for you, but in expanding your understanding of what is possible with philanthropy. We'll design a philanthropic experience that fits your values, risk tolerance and family dynamics. We'll find opportunities for you to partner with leaders of organizations who are addressing the needs of populations you care about, and solving issues important to you. If desired, we play quarterback with other family advisors to help put core values that guide your philanthropy at the center of all your financial planning.

We'll guide your giving in stages, in highly-customized engagements.

We recommend an integrated experience of giving, right sized to your appetite and to the capacity constraints of the organizations you’re supporting. Perhaps your portfolio will include a mix of early-stage grant recommendations for a new social enterprise, funding direct delivery of services to an established charitable organization, and support for policy and advocacy activities in an issue area you care about. You’ll get a refined understanding of what’s involved to create social change, and we’ll fine tune your approach as we learn together.

We bridge the powers of philanthropists with changemakers to create systemic impact.

We're cross-trained on all sides of philanthropy—as family philanthropic advisors, managers of nonprofits, funding collaborators, board members and managers of our own philanthropy. This allows us a wider and wiser perspective on what’s needed to create long-term, systemic change. We steward your philanthropy with intentionality and a respect for the personal power and integrity of all involved.

“One of the things that distinguishes us, as advisors with multiple clients and multiple interest areas, is that we can draw from all and say, 'Ah, I've seen this challenge before.' We can bring our clients some of that 'weaving.'”—Tory Dietel Hopps

Names of specific advisors working at the firm

Betsy Dietel, Senior Partner, Flint Hill, VA

Ren Dietel, Senior Partner, Seattle, WA

Tory Dietel Hopps, Managing Partner, Cumberland, ME

Carol Pickering, Senior Partner, Portland, ME

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.DietelAndPartners.com

Locations

Headquarters
PO Box 704
Cumberland, ME 04021

Virginia
15A Over Jordan Farm Lane
Flint Hill, VA 22627

Washington
2027 34th Ave South
Seattle, WA 98144

Dietel & Partners is a certified women-owned, family business that grew out of the Dietel family's collective experience in the giving and receiving sides of philanthropy. One of the firm's co-founders was president of the Rockefeller Brothers Fund for two generations; the Dietel family is in the fourth generation of their own inherited wealth; and the entire team has deep roots in nonprofit work. Today, four partners and a support staff provide counsel and support to their clients. Together, Dietel & Partners has almost 80 years' experience nurturing long-time relationships with some of America's most influential families who have trusted their approach to philanthropy to us.

We'll accompany you.

We appreciate that managing your philanthropy can be overwhelming and isolating, and that it may require more time and thought than you're able to invest. We orient our services to your comfort level and move forward with you, step by step. From the start, you will have a direct relationship with one of the firm’s Partners who takes earning your trust seriously, marked by accessibility, deep inquiry and responsible leadership. In the process, you'll realize your potential to affect change.

We'll show you what’s possible with your resources.

Our value as a partner is not in shepherding transactions for you, but in expanding your understanding of what is possible with philanthropy. We'll design a philanthropic experience that fits your values, risk tolerance and family dynamics. We'll find opportunities for you to partner with leaders of organizations who are addressing the needs of populations you care about, and solving issues important to you. If desired, we play quarterback with other family advisors to help put core values that guide your philanthropy at the center of all your financial planning.

We'll guide your giving in stages, in highly-customized engagements.

We recommend an integrated experience of giving, right sized to your appetite and to the capacity constraints of the organizations you’re supporting. Perhaps your portfolio will include a mix of early-stage grant recommendations for a new social enterprise, funding direct delivery of services to an established charitable organization, and support for policy and advocacy activities in an issue area you care about. You’ll get a refined understanding of what’s involved to create social change, and we’ll fine tune your approach as we learn together.

We bridge the powers of philanthropists with changemakers to create systemic impact.

We're cross-trained on all sides of philanthropy—as family philanthropic advisors, managers of nonprofits, funding collaborators, board members and managers of our own philanthropy. This allows us a wider and wiser perspective on what’s needed to create long-term, systemic change. We steward your philanthropy with intentionality and a respect for the personal power and integrity of all involved.

“One of the things that distinguishes us, as advisors with multiple clients and multiple interest areas, is that we can draw from all and say, 'Ah, I've seen this challenge before.' We can bring our clients some of that 'weaving.'”—Tory Dietel Hopps

Names of specific advisors working at the firm

Betsy Dietel, Senior Partner, Flint Hill, VA

Ren Dietel, Senior Partner, Seattle, WA

Tory Dietel Hopps, Managing Partner, Cumberland, ME

Carol Pickering, Senior Partner, Portland, ME

The content on this page has been supplied by the philanthropic advisory firm, who is not affiliated with Fidelity Charitable, and Fidelity Charitable is not approving or guaranteeing the accuracy of the information provided by such third party.

Contact

Website

www.DietelAndPartners.com

Locations

Headquarters
PO Box 704
Cumberland, ME 04021

Virginia
15A Over Jordan Farm Lane
Flint Hill, VA 22627

Washington
2027 34th Ave South
Seattle, WA 98144