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| Creating Focus |
| Short Term Consulting |
| On-Going Consulting |
| Family Meetings |
| Speeches |
| Research |
| Identification of Advisors |
| Grantmaking Expertise |
| Choosing a Charitable Instrument |
| Family Office Consulting |
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| Known nationally for her work in philanthropy, Mally Cox-Chapman takes an individual approach to advising clients. |
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Research
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Clients who are committed to philanthropy often come to a time when they want to make a meaningful contribution to a cause they feel deeply about. It may be a decision for your estate planning, or it may be the culmination of a history of giving within your lifetime. It may mean a commitment to social venture philanthropy. Bigger dollars are at stake. It makes sense to do due diligence on big commitments, but you may not have the time or the inclination to step back and ask the hard questions. Mally Cox-Chapman has 20 years experience as a freelance writer and investigative reporter. She can:
- Prepare briefing papers on areas of interest or concern to the donor
- Do an environmental scan to provide background and context for a major gift
- Generate options for appropriate funding opportunities both on a local-to-the-donor and national level
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A client expressed an interest in making a major donation to Parkinson's research to his local research hospital. His Benefactory advisor encouraged him to seek out the best opportunity nationally with her help. She interviewed nationally known doctors in the field and did an internet search. She researched and interviewed multiple national organizations, made recommendations, and negotiated a partnership with the Michael J. Fox Foundation.
MJFF matched dollar for dollar the client's significant gift to Parkinson's research. The client currently serves as a board member of MJFF, and is privy to the latest breakthroughs in medical care for his family member who suffers from the disease. A meaningful, but lesser amount went to the local hospital. You always want your doctors to be happy to see you.
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