SERVICE
ADVISORY
Philanthropy Advisory
(for Individuals, Foundations, and Corporate philanthropy)
We offer comprehensive support for integrating “New Philanthropy” into both daily life and business.
Our services follow six key steps, which can be tailored to meet specific needs. For more details, please explore our case studies.
STEP
Defining Motivation and Goals
- Why engage in philanthropy?
- What issues matter to you?
- What impact do you envision?
STEP
Issue Analysis and Research
- What activities address current social issues?
- What actions are still needed?
STEP
Developing a Strategy
- Who do you want to support, and what is your goal?
- What changes do you aim to create?
- How will you make it happen?
STEP
Choosing Methods
- Which organizations will you support?
- Are the supported organizations effective?
- Is the program being implemented as planned?
STEP
Implementation
- How will you achieve your philanthropic goals?
(Through donations, investments, foundations, funds, etc.) - How will these be managed?
STEP
Measuring Impact
- What impact has the support achieved?
- How and where will future support be directed for further development?
Philanthropy Advisory Case
CASE1
Client
Founding Member of a Family Foundation
Support provided
Philanthropy - Strategy, Impact Measurement, and Implementation
Reflection on Activities and Future Strategy of a Historic Public Interest Foundation
The next-generation member of the founding family, serving as the secretary general, reflected on the foundation's journey to identify its strengths, address current societal needs, and define the family's goals for the foundation's future.
Advisory Services Provided by PA Inc.
- Analyzing the foundation's activities since its establishment
- Providing insights into current social needs in the foundation's focus areas
- Sharing information on similar initiatives abroad
- Developing a pathway (logic model) to link activities with desired outcomes
- Planning new projects, including stakeholder hearings and needs assessments
- Measuring the impact of the foundation’s activities
CASE2
Client
Business Owner
Support provided
Business - Creation of an "Impact Report" for a Listed Company
Creation of an "Impact Report" for a Listed Company
Through the creation of an impact report, the founder's vision and belief in the social impact of their business were clearly communicated to stakeholders. This resulted in enhanced engagement from service users and investors, as well as increased employee motivation and commitment.
Advisory Services Provided by PA Inc.
- Developing the impact report
- Creating a logic model through collaborative workshops
- Setting and measuring Key Performance Indicators (KPIs) to track impact and outcomes
CASE3
Client
Individual Investor
Support provided
Impact & Sustainable Investment - Provision of Information on "Social Issues" and "Domestic and International Impact Investments"
Provision of Information on "Social Issues" and "Domestic and International Impact Investments"
Through exposure to domestic and international impact investing examples and discussions with social entrepreneurs, the client explored how their investments could contribute to meaningful social change.
Advisory Services Provided by PA Inc.
- Providing information on social issues relevant to the client
- Sharing insights on trends in sustainable and impact investing locally and globally
- Introducing social entrepreneurs working in related fields
Note: PA Inc. does not solicit or recommend specific investments to individuals, corporations, or funds.
CASE4
Client
Individual
Support provided
Funding - Assistance with "Choosing a Donation Recipient"
Assistance with "Choosing a Donation Recipient"
The client aimed to make thoughtful and impactful donations by first understanding the structure and current status of social issues, as well as the organizations involved. Through information on relevant social issues and engagement with NGOs and social entrepreneurs, the client developed a clear and informed approach to their philanthropic support.
Advisory Services Provided by PA Inc.
- Identifying social issues of interest to the client and explaining their structure
- Introducing NGOs and entrepreneurs active in the relevant areas
- Arranging and accompanying site visits to NGOs and other organizations working in those fields
- Assisting in the consideration and determination of methods for selecting donation recipients
Philanthropy Advisory (for Financial Institutions and Professionals)
We work together with financial institutions and professionals who support the activities of individuals and foundations by introducing trends in philanthropy both domestically and internationally, as well as the activities of philanthropists, and by providing support related to clients' philanthropic efforts.
Philanthropy Advisory Case
CASE1
Client
Individual
Support provided
Funding - Assistance with "Choosing a Donation Recipient"
Support for Representatives from Financial Institutions and Professionals
The client sought to make informed donations by gaining a deep understanding of the current status and structure of social issues and the organizations they would support. Through information on relevant social issues and direct engagement with NGOs and social entrepreneurs, the client refined their approach to making impactful contributions.
Advisory Services Provided by PA Inc.
Philanthropy seminars covering the following topics
- Identifying social issues of interest to the client and explaining their structure
- Introducing NGOs and entrepreneurs active in related areas
- Organizing and accompanying site visits to relevant NGOs and organizations
- Developing and finalizing methods for selecting donation recipients
CASE2
Client
Private Banking and Wealth Management Representatives from Financial Institutions, and Professionals (e.g., Lawyers and Tax Accountants)
Support provided
Seminars - Support for Representatives from Financial Institutions and Professionals
Support for Financial Institution Customers
We provide seminars to help financial representatives and professionals, such as tax accountants and lawyers, gain a solid understanding of philanthropy. This equips them to better address their clients' social contribution needs and provide informed guidance.
Advisory Services Provided by PA Inc.
Philanthropy seminars covering:
- Fundamental knowledge of philanthropy
- Methods for organizing and analyzing social issues
- Introduction to key social issues and relevant organizations
- Impact measurement and management of activity outcomes
- Approaches to support methods and selection criteria for recipients (e.g., NPOs and social enterprises)
STARTER SUPPORT
Philanthropy Starter Support
We offer comprehensive support for establishing and managing philanthropic organizations, as well as planning and executing projects. For existing organizations, we assist with back-office operations and project implementation to enhance efficiency and impact.
Our aim is to help busy individuals start their philanthropic activities quickly and seamlessly while ensuring they can focus on strategic planning and key initiatives even after the organization is established.
These services are provided in collaboration with expert professionals as needed.
Philanthropy Starter Support Case
CASE1
Client
Business OwnerSupport provided
Foundation Establishment and OperationSupport for Establishing and Operating a Foundation from Scratch
We supported the establishment of a foundation primarily engaged in advocacy and public relations activities, initiated by active entrepreneurs and their colleagues. Currently, we are working with the board members to develop business strategies and create business plans.
Advisory Services Provided by PA Inc.
- Foundation establishment procedures
- Recommendations for board members and advisors
- Building the mission
- Establishing organizational infrastructure (accounting, HR, administration)
- Formulating business strategies and plans
- Project management for business activities
CASE2
Client
EntrepreneurSupport provided
Foundation Operation and Organizational Infrastructure StrengtheningSupport for Back Office and Business Operations of an Existing Foundation
We provide support for the administration of a foundation established by entrepreneurs and researchers that engages in grantmaking and business activities. We work alongside foundation members to organize the organizational infrastructure, effectively manage meetings, and formulate and implement business strategies.
Advisory Services Provided by PA Inc.
- Building organizational infrastructure (accounting, HR, administration)
- Management of meeting structures
- Strategic planning for the foundation
- Project management for business activities
- Deepening and managing relationships with stakeholders
- Planning and accompanying domestic and international site visits
- Planning and implementation of foundation retreats
TALENT DEVELOPMENT
Philanthropy Talent Development
Having experts familiar with social issues and activities enhances the quality of philanthropic efforts. We cultivate philanthropic talent who are partners in creating effective activities together.
We train
-
Philanthropy Advisor
Provides support for clients' philanthropic activities as an external advisor.
-
Program Officer
Responsible for implementing effective philanthropic activities within the organization.
*Please inquire about the fees for each service.
*PA Inc. was established in May 2023 as a spin-out from the General Foundation for Social Innovation and Investment Foundation (SIIF). The examples mentioned above include work conducted by CEO Yuko Koshiba and Yoshiko Fujita while they were at SIIF.
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