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Philanthropic advisory services

Tap into the power of philanthropy

Individuals today may be giving differently than in the past, but philanthropy is alive and well. According to Giving USA, Americans give over $400 billion in charity each year. Opportunities abound for nonprofit organizations when they are able to build new revenue streams.

Let Wipfli help you tap into the power of philanthropy. Our advisors provide the knowledge, guidance and experience you need to reach your philanthropic goals and diversify your revenue streams.

Who we serve, and how

At Wipfli, we understand the challenges and missions of all nonprofits, from associations to educational institutions to federally funded human services agencies. When it comes to helping organizations diversify their revenue streams through increased private donations, Wipfli stands out. Our nonprofit team understands regulatory compliance needs and brings to the table not only strong philanthropic advisory capabilities but also more than 30 years of experience serving head start, community action and other similar organizations.

As your philanthropic advisor, we can provide a range of services:

  • Development office assessments: For emerging philanthropic programs, Wipfli’s readiness assessment analyzes your goals, assesses existing infrastructure, and identifies further needs and resources to launch or grow your program. For existing programs, our assessment audits the program and helps you determine how to take it to the next level.
  • Philanthropic development roadmapping: Our extensive experience in crafting development plans helps you create a roadmap outlining the resources, people and activities you need over a multi-year period to achieve your philanthropic goals.
  • Campaign planning: Let Wipfli help you develop your capital, annual or endowment campaign’s case for support, as well as its feasibility. We have experience performing feasibility studies to help you further determine your readiness to launch the campaign.

With Wipfli, you can inspire the creativity, innovation and culture necessary to bring your philanthropy program to lift off — or to the next level. Contact us to set up a 30-minute conversation about your philanthropic advisory needs.

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