What Philanthropy Advisors does

Philanthropy Advisors is a consulting firm that provides strategic planning, philanthropic aspirations, restructuring, assessments, framework evaluation, management, and business development services. The firm offers a variety of services in accordance with the clients such as individuals, companies, foundations, and organizations.

Name

Philanthropy Advisors

Legal name

Philanthropy Advisors

Website

https://philanthropyadvisors.org

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Philanthropy Advisors provides strategic consulting, philanthropic aspirations, management, and business development services.

Ownership category

akta.pro rank

Product category

Strategic Philanthropy Consulting

NAICS

Grantmaking and Giving Services (8132), Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Services-Management Consulting Services (8742), International Affairs (9721)

akta.pro primary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

akta.pro secondary industries

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Corporate Foundations & CSR Grantmaking (BPAGAKAC), Philanthropic & Charitable Trust Services (FSAAANAI), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Strategic philanthropy consulting
• CSR advisory services
• Foundation management
• Humanitarian monitoring evaluation
• Impact philanthropy advisory

Headquarters

HQ city

Genève

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Strategic Advisory Consulting: Fees for strategic philanthropy consulting services provided to individuals, companies, foundations, and organisations. Services include strategy development, project identification, monitoring and evaluation, and operational management support.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Philanthropy Advisors is a strategic philanthropy and humanitarian consulting firm that advises individuals, companies, foundations, NGOs, international organizations, and academic institutions on philanthropic strategy, CSR development, foundation setup, project identification, monitoring and evaluation (M&E), and field assessments. The firm bridges private sector philanthropy with humanitarian operations, helping clients navigate impact philanthropy across five core service lines tailored to each client type.

Product overview

Philanthropy Advisors is an international strategic philanthropy consulting firm offering tailored advisory services across five core offerings: (1) Individual Philanthropy Strategy Consulting, (2) Corporate CSR Services and Corporate Foundation Management, (3) Foundation Advisory Services, (4) Organisation Development and M&E for NGOs/IOs, and (5) Training Services for Research and Academics. The company serves clients in Geneva and Paris, supporting individuals, companies, foundations, and organisations throughout all phases of the philanthropic process to achieve humanitarian aspirations and maximize impact.

Differentiator

Problem solved

Functional benefit

Products and services

• Philanthropy Strategy Consulting for Individuals Advisory services helping high-net-worth individuals reflect on, define, and execute their philanthropic strategy including cause selection, project identification, foundation setup, legal/fiscal management, and monitoring and evaluation framework development.
• Corporate Social Responsibility (CSR) Services Strategic philanthropy approach services for companies including defining corporate philanthropic values, identifying strategic partnerships, assessing social impact, and enhancing external visibility through CSR strategy.
• Corporate Foundation Setup and Management Services for companies to set up their own philanthropic structure with strategic, operational, and managerial support, including integration within broader CSR strategy.
• Foundation Advisory Services Comprehensive support for corporate and family foundations including setup, strategy development, project identification, impact assessment, and daily administrative management.
• Organisation Development and Monitoring & Evaluation (M&E) Support for NGOs, international organisations, and implementing organisations in strategy definition, restructuring assessment, and program/project monitoring and evaluation mandated by donors or the organisations themselves.
• Training Services for Research and Academics Training programs for actors in philanthropy, CSR, and humanitarian response covering international solidarity project setup, project monitoring, impact evaluation, and corruption prevention.

Named customers9 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• UN OCHAcoreStrategic or Co-development PartnerUN OCHA partnered with Philanthropy Advisors and Vantage Partners to develop a Business Case for Private Sector Engagement in Emergency Preparedness and Response. The study contributed to enhancing private sector participation in the World Humanitarian Summit.
• Vantage PartnerscoreStrategic or Co-development PartnerCollaboration with Vantage Partners on UN OCHA project developing Business Case for Private Sector Engagement in Emergency Preparedness and Response.
• Graduate Institute of International and Development Studies (HEID)minorStrategic or Co-development PartnerPeriodic contributions to research in philanthropy, humanitarian response, and corporate social responsibility through partnership with the Applied Research Seminar program.
• IRIS - The French Institute for International and Strategic AffairsminorStrategic or Co-development PartnerPhilanthropy Advisors is part of the Humanitarian and Development Programme at IRIS, contributing to research activities focused on strategic planning, geopolitics, and organisational leadership.
• Friends-InternationalcoreStrategic or Co-development PartnerEstablished partnership between M Foundation and Friends-International, a social enterprise saving lives and building futures of marginalized children and youth in South East Asia.
• Rede AstacoreStrategic or Co-development PartnerPartnership between M Foundation and Rede Asta supporting marginalized women in Brazil with small businesses of artisanal products made of recycled materials.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Arabella Advisors: US-based philanthropy and impact advisory firm serving HNW individuals, foundations, and corporations with strategy, grantmaking, and program management; the most direct large-scale comparable to Philanthropy Advisors' service model.
• Rockefeller Philanthropy Advisors: Global philanthropy advisory firm offering strategy, fund management, and grantmaking services to individuals, foundations, and corporations; directly comparable in scope and target segments to Philanthropy Advisors.
• The Philanthropic Initiative (TPI): Strategy consulting firm focused on philanthropy and social impact, advising donors and foundations on strategy, design, and evaluation; closely mirrors Philanthropy Advisors' advisory offering.
• New Philanthropy Capital (NPC): UK-based consultancy and think tank advising funders and charities on impact measurement and strategy; directly comparable for its focus on M&E and foundation advisory services.
• Tideline: Impact advisory firm serving institutional investors, foundations, and enterprises on sustainable and impact investing strategies; comparable as a boutique advisory serving philanthropy and impact-oriented capital.
• Itad: Specialist monitoring, evaluation, and learning consultancy working with NGOs, foundations, and multilaterals on impact assessment; directly overlaps with Philanthropy Advisors' M&E service line.
• Foundation Source: US firm providing foundation creation, administration, and strategic advisory for family and corporate foundations; directly comparable to Philanthropy Advisors' corporate/family foundation services.
• Synergos: Global nonprofit working with philanthropists, foundations, and governments to bridge philanthropy and field implementation; comparable for its bridge function between private capital and humanitarian/development actors.

Broad incumbents

• Charities Aid Foundation (CAF): Large, established charity advisory and giving-services organization supporting individuals, companies, and charities globally; comparable in donor advisory but operates at much greater scale with broader product suite.
• McKinsey Social Sector Practice: Global management consultancy with a dedicated Social Sector practice advising foundations, NGOs, and social enterprises on strategy and impact; overlaps with Philanthropy Advisors but as part of a much broader portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Philanthropy Advisors