Our Services

Charitable Giving Impact Plan

A deep-dive audit and full giving plan that aligns your charitable programs with business goals, employee interests, and community needs.

Our Services

Giving That's Aligned With Your Business

Most companies give generously but without strategy. The result? Missed opportunities for employee engagement, brand reputation, and real community impact.

Our Charitable Giving Impact Plan is a comprehensive assessment and strategy development service. We audit your current giving, map your communities, survey your people, and build a plan that maximizes both social impact and business return.

Available in two levels to match your scope and ambition.

What's Included

Everything You Need to Give Strategically

Each component is designed to ensure your charitable giving creates measurable value for your business and community.

Community Mapping

Proprietary analysis of your facility locations to identify where community vulnerabilities and giving opportunities intersect.

Giving Assessment

Multi-faceted review of current charitable efforts including recipients, exposure, alignment, and performance metrics.

Interest Polling

Staff and/or customer charitable interest assessment to ensure giving aligns with what your people care about most.

Goal Alignment

Business goal strategy alignment that ties philanthropic activity to measurable outcomes like retention and brand awareness.

Full Giving Plan

Complete giving program development with timeline, budget allocation, partner recommendations, and impact projections.

Digital Optimization

Online and social media assessment to ensure your giving efforts receive the visibility and recognition they deserve.

Choose Your Level

Two Levels of Depth

Start with Level 1 for a single site, or choose Level 2 for multi-site coverage and expanded deliverables.

Level 1

Ideal for companies ready to build their first strategic giving program or optimize a single location.

  • Community mapping for 1 site

  • Multi-faceted giving assessment

  • Staff OR customer interest polling

  • Business goal alignment

  • Full giving plan development

  • Social media optimization assessment

Level 2

For multi-site companies that want comprehensive coverage and ongoing strategic support.

  • Everything in Level 1

  • Community mapping for up to 4 sites

  • Staff AND customer interest polling

  • Press releases to local publications

  • Charitable committee development

  • CSR/giving team training

How It Works

From Discovery to Delivery

The Charitable Giving Impact Plan is built for companies that give generously but want to give smarter.

  • 01

    Discovery Call

    We learn about your company, current giving, business goals, and the outcomes you care about most.

  • 02

    Audit & Research

    We assess your current giving programs, map your communities, and survey your people to understand where impact matters most.

  • 03

    Strategy Development

    We build your custom giving plan — tied to business goals, aligned with employee interests, and rooted in community need.

  • 04

    Delivery & Launch Support

    We present the plan, train your team, and provide ongoing guidance to ensure successful implementation.

Is This Right For You?

Who This Service Is For

The Charitable Giving Impact Plan is built for companies that give generously but want to give smarter.

Mid-Market Companies

Companies with $50M–$500M in revenue that donate significantly but lack a dedicated CSR team to maximize impact.

Multi-Site Operations

Organizations with facilities across multiple communities who want their giving to reflect local employee interests.

HR-Led Giving Programs

Companies where charitable giving falls to HR by default and could benefit from strategic, outsourced CSR expertise.

Board-Accountable Leaders

Executives who need to demonstrate ROI on charitable programs to their board, shareholders, or stakeholders.

They showed us that the giving we were already doing could work harder for us — and for the communities where our employees live. The plan paid for itself within the first quarter.

Client Name

VP of Operations, Company Name

Ready to Make Your Giving Strategic?

Start with a free assessment of your current philanthropy program. No commitment, no cost — just clarity on where your giving can go further.

Whether you give $100K or $10M, we make strategic philanthropy accessible and effective.