Portfolio & grantmaking
Develop investment themes, selection criteria, due diligence, partner support, grant workflows and portfolio balance.
Discuss this with DYP
Strategic philanthropy asks not only what to fund, but what capability and system must exist for the change to endure.
Strong philanthropy aligns mandate, governance, portfolio choices, partner capability, grant operations and learning from the beginning. Within that wider work, portfolio & grantmaking creates a focused route from intention to capable practice.
The work behind the outcome.
- 01Develop investment themes and selection criteria.
- 02Design proportionate due diligence and grant workflows.
- 03Support partner capability without taking over delivery.
- 04Balance concentration, experimentation, risk and learning across the portfolio.
From clarity to ownership.
The precise scope changes with context. The discipline does not.
practiceOWNERSHIP
Clarify the contribution
Decide where the funder can add distinctive value through capital, influence, convening power, knowledge or long-term commitment.
Choose the right operating model
Balance direct delivery, grantmaking and partnerships according to capability, risk, desired control and learning needs.
Protect stewardship
Build transparent decisions, proportionate due diligence, financial controls, safeguarding, reporting and conflict-of-interest practices.
Learn across the portfolio
Track more than individual grants by identifying common outcomes, implementation lessons and strategic questions across investments.
What the engagement can leave behind.
Outputs are selected for the decision and operating context—not produced for volume.
- Philanthropic strategy and portfolio logic
- Governance and operating blueprint
- Grantmaking or flagship-programme tools
- Stewardship, evidence and learning framework
Begin the conversation with what matters.
01What should your philanthropy make possible that would otherwise remain out of reach?
02What must be true for this to work consistently?
03Who needs the authority and capability to carry it forward?