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Client/Partner Services
Active philanthropy invites people and organizations to experience new ideas, new energy, and fresh solutions. To ensure our approach provides effective solutions for all clients, InterAct for Change offers a wide variety of services to support philanthropy. Working separately or in tandem, these services ensure that all givers receive the maximum personal, relational, and financial benefits possible from their philanthropic activities.
We provide customized services to help our clients and partners find the right solutions to meet their goals and ignite their passion for giving. Clients choose what they need from:
- Full-service, customized support for philanthropy, including strategic planning
- Mission/vision development and implementation
- Program research, design, and development
- Analysis of grant proposals from charitable organizations
- Collaborations with other families, organizations, or funders in the public and private sectors
- Project oversight or involvement after grants are awarded
- Outcomes measurement and evaluation
- Organization and staffing of board and committee meetings
- Staff support and "back office" administration
- Experiential learning, including site visits
- Philanthropic education
- Intergenerational coaching and programming for foundation boards and families
Putting Your Charitable Assets to Work
When clients and partners work with us, often as fee-based consultants, they are not required to place their assets with InterAct. However, tax benefits are available to individuals and families who establish Philanthropic Funds at InterAct for Change. Our aim is to help individuals, families, nonprofit organizations, and corporate giving programs establish the most suitable and tax-advantaged solutions for their situation. We offer clients and partners the following types of giving strategies:- Partner-advised funds (also known as donor-advised funds)
- Scholarship funds, including nursing scholarships
- Funds restricted by the donor for a specific purpose or program
- Endowment fund management
- Bequests and other planned giving options.
Contact Susan Ingmire, Vice President, Strategic Giving, for information on giving strategies.
Intergenerational Philanthropic Education
Our expertise in providing intergenerational philanthropic education takes engagement to a deeper level. We work to build a knowledge base that extends equally to our clients and partners of all ages. Click here for more.
Our Services
We invite you to explore our complete range of services to discover how they correspond to your goals and passions for active giving.
InterAct for Change Advisors
InterAct for Change Foundation Services
InterAct for Change Giving Collaboratives
InterAct for Change Philanthropic Funds
Social Venture Partners