Dean's Donor Services

Personalized Expertise for Your Giving.
Better, Faster, and More Impact.

Dean Philanthropy Advisors is a boutique philanthropy firm that helps donors, families, and foundations. Our goal is a personalized experience for all philanthropy needs.

A donor is more than giving money away. It involves continually assessing, learning, and above all: achieving. If you're not achieving impact — and even if you can — get some help to do it. You have a financial advisor and an accountant; you also need a philanthropy advisor.

Philanthropy shouldn't be dull and unimaginative. It's not enough to find the right places to support. Your donations should be working – and doing something.

Dean, the donor engineer, knows how. Changing the world is more than cutting checks. If you really want to donate well, let's partner with you to engineer something really special.

- Ways That We Help -

Individual Giving Assistance

  • Vet incoming requests
  • Locate new groups
  • Strategic impact
  • Philanthropy Review
  • Investigate potential fraud, misconduct, and conflict of interests
  • Review financial statements and legal documents
  • Enhance individual philanthropy

Family Training

  • Cultivate future givers
  • Prepare family members to continue the family giving
  • Personalized assistance and management

Custom Projects

  • Personalized assistance and management
  • Anonymous giving
  • Streamline grantmaking systems

Legacy Giving & Estate Planning

  • Start the conversation early
  • Create a comprehensive estate plan
  • Professional support

Dean will free up your time and energy. You'll have 10X more impact and more time. We handle the vetting, complex paperwork, and challenging aspects of big topics like estate planning, allowing you to focus on what matters most: spending time with loved ones and enjoying life to the fullest.

Don't wait. Contact Dean today to schedule a conversation and discover how we can help you create a lasting impact.

Why You Need a Philanthropy Advisor

Nonprofits have tons of support to raise money. You need someone in your corner that understands how the game works.

Dean helps you do anything you want. Whether short term goals (like reviewing your annual giving or specific projects); long term goals (such as estate planning or family training); or even something undefined, acting as your trusted advisor.


Dean has extensive experience advising thousands of individuals, families, and foundations. He's served in numerous senior leadership roles and has a Masters Degree in organizational leadership.

Pick Dean for results. To make your donation power count more. Just imagine how much more powerful it is to donate 10x, 20x, or more. We regularly help donors do this without even requiring you to donate more!

Dean is different. We know everything about fundraising. Other philanthropy advisors lack real life experience, so they're easily duped. They write reports. You don't need a bureaucrat. You need a seasoned advisor with imagination that sees through fundraising nonsense.

Dean is smarter. More skilled. Better experienced. Dean spent years defeating the other philanthropy advisors — making them donate. Now we work for the other side of the coin: donors. You want the best on your side. Dean can do things that no one else can.

Your philanthropy advisor needs to be Dean. We are the only firm that can make your donations go further; that has gone undercover to do fraud investigations. And is by far the most experienced, most accomplished in high dollar fundraising. You want someone who truly knows the game.

We work for you. Dean is no-nonsense. We will never try to convince you to donate more and we will never accept payments from the causes that you support. Our only goal is to serve you humbly and exclusively and to always honor the donor's intent.

Transform Your Giving

Benefits:

  • Sharpen up: increase your philanthropy knowledge.
  • Guard yourself against being played.
  • Create accountable giving and ensure that your donation is being put to work. Organizations want more money, but did they deliver on their promises?
  • Have more fun. It's exciting to give donations that you know will have an impact. Let us help you rediscover the joy in the giving experience.
  • Increase your time. Spend your time with your family, let us do the work.
  • Gain greater privacy. If your phone is ringing all day long, this can stop.
  • Peace of mind. Have confidence that your giving will have an impact.
Why Join?

Whether you're an experienced giver or new to philanthropy, here's a few reasons why you should join Dean Philanthropy Advising.

  • Review requests and sort out the charlatans.
  • Evaluate results. (Charities peddle one thing and deliver another)
  • Locate organizations you may want to support. Or donors who might partner.
  • Philanthropy coaching for your family.
  • Facilitate anonymous donations to minimize unsolicited requests.
  • Help start a family foundation.
  • Stop annoying requests.
  • Eliminate mistakes. (There's more than you realize).

“How can Dean help you?”

Commonly Asked Questions

  • How much do your services cost?
    • It depends on what services and how much time you need. Let's have a call, see what you need, and give you a quote.
  • Why do I need a philanthropy advisor?
    • To 10x or 25x your giving. Make your donation amount go further without increasing the amount. Ensure you have a long term strategic advantage.
  • Why do I need you? Someone already manages my charitable / political giving.
    • Dean is the one stop shop that manages charitable giving, political giving, and anything else that you want to do. Donors have all kinds of situations and we know how to navigate them all. You want someone that understands philanthropy and fundraising so you can avoid tricks and focus on major impact.

Disclaimer:
Dean is a philanthropy advisory firm. We are not licensed lawyers or accountants, and we do not claim to be or represent ourselves as such. This general advice should not be taken as legal or accounting advice for any situation. Our services are designed to provide guidance and advice on philanthropic matters. While we may collaborate with licensed lawyers and accountants on an as needed basis to enhance the expertise we offer to our clients, our primary role is that of a philanthropy advisor. Any engagement with licensed professionals will be clearly communicated to clients, and the nature of their involvement will be outlined in our agreements. Our goal is to assist clients in achieving their philanthropic goals, and we prioritize transparency and compliance with all relevant regulations.


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Copyright © 2024  |  Dean Philanthropy Advisors. All Rights Reserved.
About
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Copyright © 2024  |  Dean Philanthropy Advisors. All Rights Reserved.