Advisory & Representation

We know you’re inspired to make a difference. Watermark can help you get started, or propel your giving to the next level. Through our highly personalized discovery and design process we’ll help you articulate your purposes for giving, determine appropriate giving structures and governance, and develop a giving strategy that reflects your goals.We can also support the implementation and management of specific strategies and initiatives, to ensure you have the capacity (or to augment your current capacity) to bring them to life.

advisory and representation
Being an effective philanthropist takes time. We are happy to represent you to charitable partners on the transactional aspects of your giving, freeing you up to enjoy the heart of your giving.Uncertain whether your giving is having an impact? Watermark is deeply knowledgeable about the charitable sector and how social change happens. We’ll assess past giving and gift experiences, including your charitable relationships, to determine where future value can be increased. We will also create evidence-based evaluation or accountability frameworks where warranted.