Advisory Service Firms

Do you work for a wealth management company, communications or design firm, philanthropy consultancy, or law firm focused on foundation grantmaking or impact investing? Are you looking to deepen your engagement with existing clients or find new ones? If so, GrantBook is looking to collaborate with right like-minded practitioners to bring even more value to our clients.

Referral
Partner

Our Approach

We are happy to refer clients your way when the conversation arises. We hope you do the same for us.

Under-the-hood

 Freely use information on your site

You freely use information on our site

Two-way referral system

 Industry Insight newsletter

Incorporate into our media strategy

  Jointly bid on large projects

  Co-present at conferences

 Split business development costs

 Explore joint ventures

Implementation &
Training Partner

Our Approach

We are an implementation partner you can trust to recommend the right technology that will make your methodology come to life.

Under-the-hood

 Freely use information on your site

You freely use information on our site

Two-way referral system

 Industry Insight newsletter

Incorporate into our media strategy

Jointly bid on large projects

Co-present at conferences

Split business development costs

 Explore joint ventures

Creativity
Partner

Our Approach

We can co-create new features that will delight grantmakers and impact investors.

Under-the-hood

 Freely use information on your site

You freely use information on our site

Two-way referral system

 Industry Insight newsletter

Incorporate into our media strategy

Jointly bid on large projects

Co-present at conferences

Split business development costs

Explore joint ventures

As part of our Theory of Change, GrantBook strives to present and leverage the skills and resources of our partners. Here are some of the key benefits of joining the GrantBook network:

Sharing connections

The world of grantmaking can feel both big and small at the same time and we know that fostering relationships with grantmakers is key to driving success. By sharing connections with our partners we can ensure that grantmakers are matched with right-sized solutions that they need to achieve their goals.

Let’s connect our networks and see what opportunities we can find to move grantmaking forward.

LET'S CONNECT

Getting the word out

We love to demonstrate the work and expertise of our Partners in helping Grantmakers achieve success. From specific case studies to best practices and lessons learned, we want you to share your stories with our audience on our blog.

Let’s create good stories and share them near and far.

LET'S SHARE

Co-create to meet the New

As Grantmakers continue to face new challenges, opportunities to explore new solutions will arise. GrantBook believes that working together with our Partners – to collaborate and innovate – is key to effectively addressing these barriers.

Let’s create some workshops, webinars and working groups to help philanthropy reach new levels!

LET'S INNOVATE

From our experience with leaders in the philanthropic sector, we know that many grantmakers and impact investors welcome like-minded organizations providing a range of advisory services. Here are just a few of the different types of advisory service areas that GrantBook is open to partnering with:

Communication & Design Firms

If you support grantmaking or impact investing communications, design or storytelling strategy, we can help identify and implement changes to templates, system re-designs and other forms of visual or communication changes that support your clients.

Evaluation Specialist

If you support  a the development of foundations’ evaluation strategies, frameworks or tools, GrantBook can help advise and implement technology that makes it easy to collect, curate and share qualitative and quantitative data.  We bring data to life by building stunning charts, tables and dashboards that can be updated in real time with minimal effort.

Wealth & Asset Management

If you are managing assets on behalf of foundations or family offices, we can ensure that you have the right tools and processes to fuel their philanthropy in ways that align and integrate cohesively with the foundation or family’s operations, grantmaking and impact investing strategies.

Impact Investing & Social Finance

If your advisory services help develop impact investing or mission-related investing strategies, we can ensure your clients have systems that effectively align with their other grants management systems.

Philanthropy Consultant

If your consulting practice specializes in philanthropy in areas such as governance, succession planning, change management, or grants management, GrantBook can help digitize the strategy that you are recommending.

Law Firm

If you advise foundations and grantmakers on legal matters such as Terms of Service, Service Level Agreements, Grantee Letters of Agreement, we can assist with implementing secure and reliable technologies to protect your clients from liability or other risks.

Data Research

If your practice area specializes in helping grantmakers open up their data or conduct analysis of where their data is available, GrantBook can help make sure there are no shadow systems present.

You can expect from us…

  • Curated feedback from existing clients
  • Dedicated time to conduct due-diligence
  • Well documented business cases
  • Well written case studies and beautifully designed infographics
  • Participation at important events you host

What we expect from channel partners…

  • You take channel partnerships as seriously as we do
  • You recognize that partnerships are critical to growth and success
  • You agree there is more we can do together than alone