Our Chapel & York advisory team will collaborate closely with you to identify charities, conduct thorough due diligence, all in alignment with your clients´ goals and values. We will design a dynamic charity programme and a compelling theory of change that outlines how your clients´ actions lead to desired outcomes. This process involves mapping out long-term goals, the necessary intermediate outcomes, and the activities and inputs that bring about those outcomes. Additionally, we consider the assumptions and risks that underlie this logic. By utilizing the theory of change, we can help your clients´ clarify a vision, strategy, and indicators of success, making it easier for your client to communicate their giving mission to others.
With our annual membership fee, you gain access to a wide range of benefits, including grantmaking, recordkeeping, quarterly statements, and other essential operating services. Plus, you’ll receive a valuable 1-hour advisory session with one of our senior consultants to kickstart your journey. When funds are received, a retention percentage fee is applied, along with a small admin fee upon renewal. And to make our advisory services even more accessible, we offer a flexible sliding price scale.