Bold Point Advisory

Optimize your giving

Mission

You work hard to fund causes you care about. We work hard to maximize the impact of every dollar you give.

Improve outcomes

Services

Engagements are tailored to meet your needs. Below is an overview of our capabilities.

Strategy

  • Vision statement and strategy for your philanthropic and/or political giving

  • Portfolio optimization via rigorous due diligence and vetting of potential grantees

  • Structuring gifts to meet legal requirements without exceeding sustainable withdrawal targets

  • Data-driven, budget-constrained political giving plans

  • Evaluating success of investments by tracking and reporting on key performance indicators

Operations

  • Day-to-day communications with family offices, nonprofits and campaigns, ranging from emails to site visits

  • Administration of the DAF or other charitable entity, including grant execution and required reporting

  • Family meetings for philanthropic and political reviews and education, as-desired

  • Management of special projects, such as entity formation, program development, event production, or custom giving opportunities

Fees

Every engagement begins with a complimentary diagnostic to assess your needs. We then present you with a recommended menu of services. Fees are calculated based on your service package. For ongoing management, fees will not exceed two percent of your total annual giving. For special project management, additional fixed fees will apply. For a quote, please inquire below.

Next steps

Click below to learn more about our services, request a quote for an engagement, or propose a platform partnership.