For the purpose
bigger than

Challenge
Solution
Approach

Challenge

The Complexity
of Giving

The core practices and nuances of philanthropy require one to combine the head and the heart. The sheer scope of social issues in India, the variety of non-profit organisations, and the constantly changing regulatory landscape result in an extremely complex giving environment.

How can you best use all your financial resources to achieve impact?

Should you focus deeply on one issue or spread your focus across sectors?

When and how should you involve your family?

How do you know if your funds are really having an impact?

Should you donate directly or set up your own giving vehicle?

What non-financial resources can you bring to the table?

Discovery: Understanding and charting individual’s/ organization’s social mission and ethos

Programmatic strategy: Designing/ customizing social programs to solve a social issue while addressing the needs of critical stakeholders

Identifying suitable partners: Identifying non-profits or social enterprises to implement the programs on ground

Impact monitoring and reporting: Developing comprehensive monitoring and evaluation systems with partners to track execution and measure results

Amplifying impact: Curating and creating knowledge and exploring collaborating with the larger ecosystem

Employee volunteering (For CSR): Developing and implementing a structured employee volunteering program that leverages the time and skills of your employees.

Solution

Strategic Philanthropy & CSR

Although charity has always been part of India’s culture, result-based philanthropy/ CSR is more – it must be highly intentional to solve social and environmental issues one is passionate about. Waterfield’s strategic approach ensures that your wealth and profits are committed to a well-charted mission with measurable outcomes.

Approach

The Waterfield way
of Philanthropy

Un-Biased Advise

We combine your passion and interest with extensive research, data and evidence to provide independent, neutral and informed insights that can maximize your impact.

Network Effect

Our vantage point in the ecosystem gives us access to leaders and experts who are working towards sustainable development. This coupled with our varied network of Partner Organizations and aggregators help us leverage expertise and resources to meet various philanthropic goals.

Rigorous process for selecting a partner

Waterfield’s robust partner selection process focuses on credibility, capability and fit to ensure that we work with only the best organizations within the ecosystem.

Dedicated Philanthropy Team

Our passionate advisory team comes with more than 20 years of experience in the social sector. They have a keen understanding of individual/family philanthropy and CSR, as well as the on-ground socio-economic realities, and are seamlessly able to deliver on both fronts.

Problem Solving Approach

Waterfield approaches philanthropy as a means to solving social and environmental problems and therefore adopts a structured, planned, patient and collaborative approach when advising its client.

Pure Socio-Environmental Return

Financial & Business Return

Waterfield Advisory’s
Philanthropy & Impact Focus

Traditional Philanthropy

A conventional form of philanthropy, motivated purely by passion and charitable intent, with a hands-off approach to giving

Strategic Philanthropy & CSR

A high-engagement, long term strategy to solve a social issue in a structured and systematic manner, thereby maximizing social impact

Innovative Finance

A range of financial mechanisms and tools to leverage capital markets in raising additional funding for social impact, including pay for performance tools such as Social/ Development Impact Bonds, loan guarantees etc.

Impact Investing

Investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return

Vault

Your access to
rich insights

From experienced partners at the forefront of
today's financial trends and beyond.

WATERFIELD FOUNDATION

Reimagining
Philanthropic

Giving

Explore Waterfield Foundation

Your legacy awaits

For the purpose
bigger than

The Complexity
of Giving

Strategic Philanthropy & CSR

The Waterfield way
of Philanthropy

Traditional Philanthropy

Strategic Philanthropy & CSR

Innovative Finance

Impact Investing

Your access to
rich insights

Reimagining
Philanthropic

Your legacy awaits

Your legacy awaits

The Complexity of Giving

Strategic Philanthropy & CSR

The Waterfield way of Philanthropy

Traditional Philanthropy

Strategic Philanthropy & CSR

Innovative Finance

Impact Investing

Your access to rich insights

Reimagining Philanthropic

Your legacy awaits

The Complexity
of Giving

The Waterfield way
of Philanthropy

Your access to
rich insights

Reimagining
Philanthropic