"Fritz Kling is uniquely gifted to navigate the maze of activities, missions, outcomes and budgets of the charitable world and to arrive at a no-nonsense decision that both edifies and strengthens. He understands the leverage points of both charities and cultures. I have taken great comfort in having him involved in funding partnerships or following him in a granting situation.”

Tom McCallie, Executive Director,
Robert L. & Kathrina H. Maclellan Foundation

Services

Kling Philanthropy Group brings to giving the same best practices found in the business world:

Research and Analysis – Providing donors with simple summaries of charities’ organizational soundness, effectiveness, efficiency, integrity and focus.

  • Discovering and Qualifying Effective Charities
  • Conducting Comprehensive Charity Evaluations
  • Performing On-Site Charity Reviews
  • Surveying Data from Social Service and Ministry Fields

Design – Helping donors identify areas of special interest, mapping charities operating in those areas, and planning for strategic financial support.

  • Constructing Giving Profiles for Donors
  • Developing Short- and Long-Term Giving Strategies
  • Collaborating & Networking with Other Donors
  • Reviewing Literature to Inform Gift Strategies

Mediation and Negotiation – Working with prospective and actual grant recipients to determine general areas and specific projects of mutual interest, and to structure grants that best support those interests.

  • Brokering Agreements with Charity Beneficiaries

Project Management – Advising and overseeing grant recipients as they execute projects supported by the donor.

  • Communicating with Charities on Donor’s Behalf
  • Facilitating Charity Partnership
  • Supporting Charities in Gift Implementation

Grant Administration – Implementing and overseeing the paperwork and administration that accompanies major giving.

  • Preparing Gift Agreements (documenting all conditions and expectations of grants, as agreed to by the donor and the charity)
  • Obtaining Receipts from All Grantees
  • Designing and Installing Databases for Tracking Donors’ Gifts from Year to Year

Organizational Audits and Follow-up – Tracking grants and evaluating charities’ effectiveness and competence.

  • Critically Assessing the Donor’s Own Granting Methods
  • Conducting Post-Grant Impact Studies
  • Conducting Focus Groups and Interviews
  • Designing and Conducting Evaluations and Surveys
  • Comprehensive Gift Reporting
  • Developing and Improving Grant-Making Processes

Representation – Acting as a spokesperson for donors who wish to avoid the complexity, relational stress, time demands or publicity of personal involvement.

  • Screening Inquiries and Managing Grant Requests
  • Representing Donors (Boards, Meetings, Public Events)
  • Preparing Gift Disbursement Agreements

Charity Executive Coaching – Advising charity leaders on a wide range of organizational issues.

  • Reviewing Fundraising Operations for Soundness of Operations and Mission
  • Projecting Fundraising Strategies and Methods to Maximize Future Revenue
  • Assessing Utilization of Personnel and Budget, and Identifying Potential for Greater Results
  • Assessing the Charities’ Value Propositions, Missions, and Methods