There isn't much difference, in my opinion, between philanthropy and investing. Both must begin, and often end, with a conviction that a certain outcome needs to be achieved at all costs.
This outcome is the primary objective. It is the "what".
The who, why, how and when all follow.
This is where I add value.
My personal and professional experience has seen me on all sides of the table. In philanthropy, I've made personal donations and worked for organizations asking for them. In business I've raised capital for a start-up and invested capital in start-ups.
Drawing on these experiences I work with individuals to dig into their "why". Why they feel passionately about whatever it is they hope to achieve. This unlocks the secondary and tertiary motivations and guides our path forward - either to investment for a financial return or investment for an emotional yield.
Through connections and research I identify viable capital recipients and work to facilitate relationships based on mutual respect, shared goals, and a roadmap for success.
What do you think the world needs?
Why does this matter so much to you?
How will you benefit?
These all lead to who is best able to achieve your desired outcome and when are they best able to utilize your support.