Advisory

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

For these publics, IDIS acts in a customized and participative way, offering services divided in five pillars:

STRATEGIC PLANNING AND GOVERNANCE
  • Strategic Planning
  • Structuring and/or incubation of Institutes and Foundations
  • Social investment policy structuring and Corporate Social Responsibility (RSC)
  • Family Philanthropy Strategy
  • Strengthening of Governance and Institutional Development
  • Training in social investment
ENDOWMENT STRUCTURING AND LONG-TERM STRATEGIES FOR FINANCIAL SUSTAINABILITY
  • Endowment Structuring
  • Structuring and Managing of Philanthropic Funds and Emergency Funds
  • Planning and strategy for fundraising
  • Communication planning for Endowment
  • Intermediation of international donations
PROJECT DESIGN AND IMPLEMENTATION
  • Mapping and implementing programs and projects
  • Local diagnosis, benchmarking, development of studies and reports
  • Priority cause diagnosis for social action
  • Customization of Find Your Cause – platform for donations and/or volunteer work – for companies, schools and universities
  • Relationship with the community
  • Network formation inside and among sectors.
GRANTMAKING MANAGEMENT AND TRAINING OF CHARITIES
  • Cause diagnosis and analysis
  • Creation and Management of public notices, public tenders and awards
  • Direct selection of social organizations and/or projects
  • Validation of social organizations for receiving investors’ support
  • Accountability
  • Training of NGOs and other social acting parties
MONITORING AND ASSESSMENT
  • Definition of indicators
  • Evaluation of programs, projects, organizations and social businesses
  • SROI Evaluation – Social Return On Investment
  • Technical and financial monitoring of the execution of programs and projects by social organizations
  • Structuring of areas and training of assessment and monitoring teams