Contrary to popular belief, it’s not easy to give away money. Not only are there an incredible amount of due diligence and regulations to balance, but the most strategic philanthropists also need to be masters in relationship building, investments, and partnering with non-profits, peer groups,  and coalitions.

Starfish Impact works with individuals and foundations to develop mission and values driven community investment strategies. We manage the due diligence and grant-making investment decision process as well as the on-going relationship cycle with nonprofit investee partners. In working with foundations, we ensure they are deploying capital both efficiently and effectively in order to create a lasting social impact.

Whether you are an individual, family foundation, or an established foundation, Starfish Impact allows you to multiply your impact through the following services.

What clients say

Our Services for Foundations

Investment due diligence including:

  • Creating a customized grant review process
  • Managing the grant review process
  • Reviewing, analyzing and reporting on all grants
  • Site visits and other on-site vetting processes including creating and executing interview protocols
  • Presenting final due diligence reports to the Board of Directors for discussion and voting
  • All communication with prospective nonprofit grantees throughout the due diligence process

Managing all long-term nonprofit constituent relationships including:

  • Ongoing formal and ad-hoc communications
  • Reviewing mid-term and final grantee reports

 

Foundation Board Development including:

  • Governance Procedures & Processes
  • Training & Education
  • Board Building
  • Succession Planning
  • Retreat Facilitation

For individuals

We can also help with specific projects such as:
Philanthropic Travel

Through our nonprofit and travel networks, we will work with you to plan unique and meaningful travel experiences in order to achieve your goals. Your trip itinerary will focus on projects and organizations that align with your social impact values and vision.

Family Philanthropy

We support families in their process of discovering or clarifying their family’s philanthropic goals including facilitating planning and execution of the plan similar to how we work with individuals. We can provide the tools and resources to begin discussions and planning with children and grandchildren, and can also lead these conversations and activities.

Choosing a Giving Vehicle

We will work with your attorney, wealth advisor and accountant in order to ensure that your strategy is aligned with the legal and fiscal health of your new entity.