Providing Due Diligence and Strategic Guidance
to Philanthropic and Social Impact Investors

At Banyan Family Office, our multi-disciplinary team brings decades of global experience to help investors identify and support high-performing nonprofit organizations addressing critical social issues. We ensure that each philanthropic investment maximizes impact.

Our diverse team has expertise in organizational design, business strategy, board development, financial analysis, marketing, digital content, and major gift fundraising. We evaluate nonprofits holistically, using tools that predict their future success in tackling significant challenges.

Our services are tailored to meet each client’s unique needs, offering flexibility across the following steps:

  • We meet with your leadership team—be it a family foundation, corporate trustees, or individual philanthropists—to clarify values, impact goals, and legacy objectives. Together, we explore the social issues you wish to address and the brands you want to align with.

  • Using design thinking, we collaborate to envision your future impact in the social sector, guided by your goals.

  • We identify and vet the best nonprofit organizations that align with your objectives, conducting thorough interviews with their leadership.

  • We assist in structuring agreements and setting performance metrics, ensuring the partnership's success. When necessary, we pilot programs to refine the approach before full-scale implementation.