philanthropic
advisory
structure, inform, and amplify the philanthropic impact of individuals and organizations.
Support for philanthropists
Philanthropic project design and implementation
Support for NPOs
Strategic development and operational support
Support for philanthropists
• Building your philanthropic project
• Supporting philanthropists
• Giving meaning to your commitment
• We help philanthropists, families and businesses to build a project aligned with their values
from philanthropic desire to its realization.
An approach based on the meaning given to the project.
At Vadato, we believe that a successful philanthropic project is first built around the “why”.
Our priority:
Developping a strong and coherent vision before defining the means and tools.
We help you:
Clarify your motivation and vision
Define a relevant scope of action
Structure your project over the long term
Support in 4 steps

1. Clarifying the vision
vision

• Definition of the actions to be taken
• Estimation of the resources to be mobilized
• Recommendation of an adapted structure
(family foundation, endowment fund, corporate foundation, RUP Foundation, partnership with an association, etc.)

2. Structuring the project

• Structuring or repositioning the brand platform
• Implementation of a commitment communication
• Designing or improvement of mobilisation tools (internal and external)

3. Equipping and formalizing
formaliser

• Writing briefs for lawyers and partners
• Development of communication elements
• Creation of operational and strategic supports

4. Managing the implementation
mise en œuvre

• Organisation of co-construction seminars
• Supporting the creation of the structure
• Launch monitoring and strategic management

Who is involved in the project?
We involve all stakeholders to ensure the coherence and impact of the project:
• Founder(s), family, next gen, shareholders
• Advice (lawyers, family office, experts...)
• Managers and collaborators for business projects
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A project that suits you, structured, mobilising
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Vadato's ambition:
Helping you build a solid philanthropic project, true to your values, and ready to take concrete action.
Support for associations and foundations
Support organisations.
Strategic development of non-profit organisations.
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At Vadato, we support all non-profit organisations in their strategic development, their mobilisation of resources, and their transformation projects.

The missions carried out by Vadato rely on a team with complementary expertise.
We offer tailor-made, highly operational support, aligned with the priorities and ambitions of each organisation.
Targeted interventions at key moments
‍
• (Re)define a clear and mobilising strategic vision
• Structure a brand platform and coherent mobilisation tools
• Build a multi-lever collection strategy, from digital to large donations
• Organise high-stakes campaigns (capital campaigns, bequests, etc.)
• Change your governance and your internal operating methods
The transformation levers on which we work with you :

1. Vision & strategy
stratégie

• Clarification or redesign of the strategic vision
• Alignment of governance and teams with a clear vision and shared strategic priorities
• Development of operational action plans

2. Visibility, mobilisation & brand platform
mobilisation &
plateforme de marque

• Structuring or repositioning the brand platform
• Implementation of a commitment communication
• Design or improvement of mobilisation tools (internal and external)

3. Resource Development Strategy

We support organisations in the implementation of differentiated strategies according to the levers that can be mobilised, in particular:
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• Writing briefs for lawyers and partners:
• Collecting from the general public
• Direct marketing and digital collection
• Corporate sponsorship
• Individual philanthropy, large and very large donations
• Legacies and gifts

For each axis selected, we work on:

• The overall strategy and objectives
• Positioning, messages and tools
• Internal organisation and the skills to be mobilised
• Coherent integration into your overall collection strategy

4. Governance & organization
& organisation

• Reflection or rejuvenation of governance (general and technical/scientific governance)
• Audit and organisational redesign (global or targeted: donors, volunteers, etc.)
• Structuring internal tools and processes: CRM, donor databases, ethical charters and documents...

5. Operational support for teams and recruitment
opérationnel
des équipes et
recrutement

• Operational coaching focused on the specific jobs of non-profit organisations, in particular those in development, resources and marketing (taking office, change management, increasing skills on key issues)
• Support for the recruitment of strategic profiles: Definition of the needs, sourcing and integration support.

Responsible team members
Paul Caroly
Director, Advisory
Aymeric Magnan de Bellevue
Philanthropy Expert
Jeanne Fleury
Philanthropy Advisor
Jean-Antoine Tamet
Academy and Training Expert
Damien Chalret du Rieu
Fondateur
Thibaud de Bernis
Fondateur
Charles Henry d'Auvigny
Finance Expert, Ingénierie Patrimoniale
Aymeric Magnan de Bellevue
Finance Expert, Ingéniérie Patrimoniale
Jean-Philippe Taslé d'Héliand
Partner
Paul Caroly
Director, Advisory
Aymeric Magnan de Bellevue
Philanthropy Expert
Jeanne Fleury
Philanthropy Advisor
Jean-Antoine Tamet
Academy and Training Expert
Damien Chalret du Rieu
Fondateur
Thibaud de Bernis
Fondateur
Charles Henry d'Auvigny
Finance Expert, Ingénierie Patrimoniale
Aymeric Magnan de Bellevue
Finance Expert, Ingéniérie Patrimoniale
Jean-Philippe Taslé d'Héliand
Partner
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