Charitable Giving Consulting

Types of organizations:

• Andrew's charitable giving consulting services are available for individuals, families, family foundations, family estates, small businesses, corporations, nonprofit organizations, government organizations.

Locations of organizations:

• Andrew primarily serves U.S. based entities involved with charitable giving to other U.S. connected entities. International inquiries are considered on a case by case basis. U.S. based entities desiring to donate to non U.S. connected entities will be considered on a case by case basis.

Charitable giving amount:

• Organizations/individuals desiring to secure Andrew's services must be allocating a minimum of $250,000 USD to be charitably given over the course of 12 months. This figure excludes any fees charged by Andrew.

Consider the following scenarios:

Scenario #1. An individual donor in Columbia, Maryland desires to donate $10 million over the course of 10 years to further brain cancer research.

• Andrew meets in person with the donor to learn the specifics of the request including the desired level of accountability reporting. The donor's goal is to support 4 entities at $250K/year each with annual reporting and onsite accountability visits as needed.
• Andrew develops a proposed initial fee and ongoing retainer rate for the duration of the giving project.
• The donor works with their own accountant/financial advisor/attorney to set up an appropriate charitable giving vehicle.
• Andrew develops a list of eligible entities to fund, making exploratory onsite visits as needed; upon Andrew's presentation, the donor selects 4 entities.
• As recipients begin to receive funding, Andrew maintains contact with the different recipients for accountability purposes and develops a report on each recipient per year.
• Andrew advises the donor regarding annual renewal of each recipient's funding or proposes alternate entities to replace those performing under par.

Scenario #2. A medical supplies company in Pittsburgh, Pennsylvania desires to allocate $5 million annually toward college scholarships for Pennsylvania resident undergraduate students pursuing healthcare related degrees and attending colleges in Pennsylvania.

• Andrew meets virtually with the responsible personnel to learn the specifics of the request and the desired level of accountability reporting.
• Andrew develops a proposed initial fee and ongoing retainer rate for the duration of the scholarship project.
• Working with the company representatives, Andrew helps develop specifications for determining scholarship eligibility.
• Andrew guides the web developer in creating a scholarship website and begins dialoguing with relevant academic institutions.
• Onsite visits to colleges to meet with academic personnel and students are made by Andrew as needed.
• Any paid advertising needed to help promote the scholarship is managed by Andrew.
• Andrew oversees the scholarship selection process, maintains contact with the recipient students, and provides reports at the end of each school year.
• Based on previously established criteria and a student's progress report, Andrew determines each year whether to renew a student's scholarship.

Scenario #3. A family foundation in Washington, D.C. desires to give $2 million per year to help entrepreneurial immigrant-owned small businesses in the District of Columbia.

• Andrew meets in person with representatives from the foundation to learn the specifics of the request and the desired level of accountability reporting. The foundation's goal is to support 6-8 small businesses per year with annual reporting and onsite accountability visits as needed.
• Andrew develops a proposed initial fee and ongoing retainer rate for the duration of the project.
• Working with the foundation's representatives, Andrew develops specifications for helping determine eligibility.
• Andrew guides the web developer in creating a dedicated webpage/website for the project and works with the graphic designer in developing advertising creatives.
• Any paid advertising needed to help promote the project is managed by Andrew.
• Andrew communicates with applicants including conducting interviews and making exploratory onsite visits as needed; Andrew then provides a list of recommended prospective recipients to the foundation which selects the 6-8 small businesses.
• Andrew maintains contact with the recipient businesses, holding them accountable through ongoing communication and onsite visits as needed.
• Reports are provided by Andrew at the end of each year along with recommendations whether to continue funding a specific small business or to select a replacement for the next year.

COVID-19 hit Andrew hard healthwise and reminded him of the brevity & uncertainty of life. With the productive years that he has remaining, Andrew desires to use a growing portion of his consulting time making a positive impact on others. Having worked with over 100 nonprofit organizations over the past 20 years, Andrew has a strong start in understanding the complexities and diversity present - including strengths & weaknesses - throughout the nonprofit world.

Leveraging his strengths with business efficiency & analytics consulting and applying that skillset toward helping donors connect with the right recipients is a natural next step for Andrew. He applies his compassion and empathy in conjunction with his drive for efficiency and effectiveness to help donors obtain greater value with their charitable giving through improved recipient selection & accountability.