How We Work

Do you want to pursue your passion for giving rather than focus on logistics?

Do you want to maximize the impact of your philanthropy and/or become more deeply involved in the causes important to you?

JMC Philanthropic Advisors helps clients define and achieve their philanthropic goals through cost-effective and time-sensitive management solutions. JMC insulates donors from non-preferred activities, while fostering the joy of giving.

Articulate Mission & Goals

At JMC Philanthropic Advisors, we believe that success begins with clear objectives. We work with our clients to articulate their values and passion for giving and help to create a philanthropic vision. We then craft a unique set of goals to implement this vision with the greatest potential for impact. This process empowers donors to make decisions that translate their values into effective and strategic grant-making.

Build & Manage Infrastructure

JMC Philanthropic Advisors applies rigorous business principles to the work of philanthropy. We develop and manage effective infrastructures that enable our clients to achieve their goals in a professional, legal, and sustainable manner, allowing them to focus on the activities that they find most rewarding.

Identify Opportunities

At JMC Philanthropic Advisors, we believe that the philanthropic process is one of exploration, a journey to identify opportunities and leverage grants to create meaningful and lasting change. We begin the journey by listening to our clients and we engage them in an ongoing dialogue to successfully identitfy and achieve their goals. We then conduct in-depth research; coordinate local, national, and international site visits, as needed, and work with innovative thought leaders to identify gaps in the field, reduce redundancies, address issues that are important to the donor, influence public policy, and develop strategies for effective giving.

Structure & Monitor Grants

JMC guides clients through the vast field of potential grantees. We help donors identify funding opportunities that enable them to achieve their philanthropic goals. We develop grantmaking portfolios with the same rigor one might use to evaluate any financial investment. We perform due diligence, evaluate management, structure agreements, and monitor grant recipients. We create a comprehensive system of accountability that clarifies expectations for both donors and grantees.

Ensure Best Practices & Sound Governance

JMC Philanthropic Advisors ensures that clients employ best practices to meet the highest level of legal and ethical standards. This includes ensuring full compliance with fiduciary responsibilities, establishing program and operational budgets, and developing and implementing a governance structure that promotes effective communication and decision making. We build and train boards that reflect the complexity of each foundation and we facilitate meetings, set agendas, and build consensus.

Plan for the Future

At JMC Philanthropic Advisors, we help our clients prepare for the future by articulating their vision for how foundation assets will be managed and distributed over time. We facilitate discussions around transfers of wealth, intergenerational succession plans, or the sunsetting of foundations in ways that achieve the donors’ intent. We create and train advisory and next-generation boards that mentor children, grandchildren, and non-family trustees so they can learn from, and build on, the mission of the foundation.

JMC works with its donors on an individualized basis to define and achieve their philanthropic objectives. We encourage our clients to innovate in their chosen program areas and to create entrepreneurial grantmaking initiatives that set new standards of excellence in their field.

JMC Philanthropic Advisors

2444 Wilshire Boulevard, Suite 622
Santa Monica, CA 90403

Phone: 310-829-4771
Email: info@JMCPhilanthropy.com