Advisory

We offer strategic support to families, companies and social organizations that wish to begin or improve their social investment.

For these publics, IDIS acts in a customized and participative way in six axis:

STRATEGIC PLANNING AND GOVERNANCE
  • Strategic Planning
  • Structuring of Institutes and Foundations
  • Family philanthropy strategy
  • Strengthening of Governance, board training and institutional development
  • Trainings in strategic philanthropy
ESG AGENDA
  • ESG strategy connected to Private Social Investment
  • Risk and opportunity mapping
  • (Re)structuring of socio-environmental projects
  • Establishment of thematic committees
  • Alignment of indicators and metrics for consistent reporting
ENDOWMENT STRUCTURING AND LONG-TERM STRATEGIES FOR FINANCIAL SUSTAINABILITY
  • Endowments structuring
  • Structuring and managing of philanthropic funds and emergency funds
  • Planning and strategy for fundraising
  • Intermediation of international donations / cross border giving
PROJECT DESIGN/IMPLEMENTATION AND ORGANIZATIONAL CAPACITY BUILDING
  • Design and implementation of programs and projects
  • Local diagnosis, benchmarking, studies, and reports
  • Priority cause diagnosis for social action
  • Community engagement
  • Capacity building for NGOs and other social actors
  • Network formation inside and among actors
DEVELOPMENT OF CALLS FOR PROPOSALS AND PORTFOLIO MANAGEMENT
  • Cause diagnosis and analysis
  • Creation and management of Calls for Proposals
  • Direct selection of social organizations and/or social projects
  • Validation of social organizations for receiving investors’ support
  • Management and monitoring of the portfolio of supported projects
  • Accountability
MONITORING AND ASSESSMENT
  • Definition of indicators (process, outcome and impact)
  • Evaluation of results and impact of programs, projects, organizations and social businesses using methodologies such as Social Return on Investment (SROI) evaluation
  • Monitoring of program and project execution by social organizations
  • Development of monitoring and evaluation plans and strategies
  • Structuring of departments and capacity building of teams on monitoring and evaluation topics