Social Good Strategies, LLC www.SocialGoodStrategies.com [email protected](714) 2068995 We help our clients be the change they want to see in the world. ABOUT US At Social Good Strategies, we are committed to building a culture of philanthropy in Orange County and beyond. We are philanthropy advisors working with successful individuals and companies who want to make a positive social impact in the world. OUR CLIENTS Our clients are successful individuals who want to change their community, and the world, through their philanthropy. They are companies who want to make philanthropy part of their mission and their business; they are busy career professionals who don't have the time to dedicate to planning and researching effective philanthropic strategies; and they are successful industry leaders looking for something to dedicate their life and skills to in retirement. They are busy, but appreciate the value of strategy both in business and philanthropy. Our clients want to build a legacy of social change through their work and with their families. PHILANTHROPY ADVISING As your philanthropy advisors, we explore your values and interests to match them with social causes that feel interesting, authentic and relevant. We research social issues from all angles by analyzing historical and political context, organizing site visits and mapping out relevant stakeholders. We develop a personalized philanthropic strategy for you and connect you to relevant partners that could benefit from the skills and experience you offer. We work closely with your financial and wealth planners, PR/communications teams and family to make sure their strategy fits seamlessly with all your business and your life. We vet nonprofits and track the impact of their giving. We monitor progress, impact, news and other causerelated developments, all to ensure your philanthropy is making its intended impact and helping you to build a legacy of meaningful and effective philanthropy. You consult your financial advisors on your traditional investments, with Social Good Strategies, you can bring the same thought, planning and expertise to your philanthropic investments. “Effective philanthropy requires a lot of time and creativity the same kind of focus and skills that building a business requires.” Bill Gates “Billions are wasted on ineffective philanthropy. Philanthropy is decades behind business in applying rigorous thinking to the use of money.” Dr. Michael Porter, Harvard Business School
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Social Good Strategies, LLC www.SocialGoodStrategies.com [email protected]
(714) 206-‐8995
We help our clients be the change they want to see in the world. ABOUT US At Social Good Strategies, we are committed to building a culture of philanthropy in Orange County and beyond. We are philanthropy advisors working with successful individuals and companies who want to make a positive social impact in the world. OUR CLIENTS Our clients are successful individuals who want to change their community, and the world, through their philanthropy. They are companies who want to make philanthropy part of their mission and their business; they are busy career professionals who don't have the time to dedicate to planning and researching effective philanthropic strategies; and they are successful industry leaders looking for something to dedicate their life and skills to in retirement. They are busy, but appreciate the value of strategy both in business and philanthropy. Our clients want to build a legacy of social change through their work and with their families. PHILANTHROPY ADVISING As your philanthropy advisors, we explore your values and interests to match them with social causes that feel interesting, authentic and relevant. We research social issues from all angles by analyzing historical and political context, organizing site visits and mapping out relevant stakeholders. We develop a personalized philanthropic strategy for you and connect you to relevant partners that could benefit from the skills and experience you offer. We work closely with your financial and wealth planners, PR/communications teams and family to make sure their strategy fits seamlessly with all your business
and your life. We vet nonprofits and track the impact of their giving. We monitor progress, impact, news and other cause-‐related developments, all to ensure your philanthropy is making its intended impact and helping you to build a legacy of meaningful and effective philanthropy. You consult your financial advisors on your traditional investments, with Social Good Strategies, you can bring the same thought, planning and expertise to your philanthropic investments.
“Effective philanthropy requires a lot of time and creativity -‐ the same kind of focus and skills that building a business requires.” -‐Bill Gates
“Billions are wasted on ineffective philanthropy. Philanthropy is decades behind business in applying rigorous thinking to the use of money.” -‐Dr. Michael Porter, Harvard Business School
Social Good Strategies, LLC www.SocialGoodStrategies.com [email protected]
(714) 206-‐8995
KATHARINE AZAR
Kate Azar is a philanthropy advisor and the Founder and CEO of Social Good Strategies, LLC. She has worked on social cause initiatives with high profile individuals, nonprofits, foundations and governments for nearly 10 years. She brings passion and expertise to all her clients, which have included Maria Shriver; Lyn and Norman Lear; The California Endowment; the British Royals, the Duke and Duchess of Cambridge; Verizon; Dr. Phil and Robin McGraw and many more. Through this work, Kate has developed a range of strategy and execution skills in the areas of communications, social media, fundraising, events, press and public affairs.W
Notable past projects include working with Maria Shriver on the rollout of her latest Shriver Report: A Woman Pushes Back From the Brink, coordinating the rollout of Lear's climate change film for the opening of the 2014 UN Climate Summit, and successfully managing logistics, press and non-‐profit partnerships for the Royal Visit of the Duke and Duchess of Cambridge in 2011.
Prior to establishing Social Good Strategies, Kate served as an Account Executive at RALLY (formerly Griffin|Schein), a social cause campaign and communications firm in Los Angeles, as well as Deputy Head of Press, Policy and Public Affairs for the British Consulate General, Los Angeles. She's held fundraising, events and program management positions with the US State Department’s Foreign Press Center in Washington, DC, the UCI Center for Citizen Peacebuilding and the USC Center on Public Diplomacy.
She is also the co-‐founder of The Olive Tree Initiative, an award-‐winning conflict analysis and resolution program that uses experiential education to equip students and communities with the training and experiences necessary to better negotiate and solve conflicts.
Kate has a B.A. in International Studies from the University of California, Irvine and an M.A. in Public Diplomacy from the University of Southern California. She was recently nominated for the OC Business Journal Women in Business Award.
Kate supports many causes but is particularly passionate about global peace, conflict resolution, public diplomacy, mentoring and women's economic and workplace issues. She still actively supports the Olive Tree Initiative, she is a committee member of the National Association of Women Business Owners and sits on the Board of the Center for Regional Engagement.
Kate has given lectures on foreign relations, diplomacy, public relations, advocacy, philanthropy and career development. To see Kate at one of her upcoming speaking engagements or book her as a speaker at your university, conference or event, click here. You can connect with Kate, learn more about her experience and see testimonials of her work at www.linkedin.com/in/kazar.
“Merely writing a check will not create the change we need in the world. The world of philanthropy needs people who approach each problem with sustainable, long-‐term solutions.” -‐ Melissa Beck, CEO, Big Brother Big Sister OC
Social Good Strategies, LLC www.SocialGoodStrategies.com [email protected]
(714) 206-‐8995
PHILANTHROPY ADVISING
We help our clients make a real and tangible philanthropic impact through: • CAUSE EXPLORATION
• Assessment of Past Giving • Vision & Values Assessment • Skills & Resources Evaluation • Engagement Assessment • Defining Charitable Goals • Donor Legacy Statement • Creating a Vision for Your Philanthropy • Mission Statements • Goal Setting • Metric Setting
• FINDING YOUR IDEAL CAUSE • Issue Exploration/ Landscape / Stakeholder Analysis
o Program, financial, reputational and impact assessment • Site Visits / Field Trips / Events / Conferences • Network Building / Strategic Relationship Management
• PHILANTHROPIC STRATEGY • Personal/Family Giving Plan/Strategy • Corporate Philanthropy • Joint Consultation With Your Financial Advising Team • Joint Consultation With Your Communications And Marketing Teams • Advisement On Direct Giving, Starting A Nonprofit Or Foundation • Advisory Board Development • Manage Incoming Requests/Appeals • Direct Giving, Start A Foundation, Etc.
IMPACT: MONITORING & EVALUATION • Grantee Communication • Grantee Evaluation & Monitoring/ ROI Analysis (Qualitative & Quantitative) • Giving Plan/Strategy Evaluation • Tell The Story Of Your Impact/ Communications Strategy
“Charity is just writing checks and not being engaged. Philanthropy, to me, is being engaged, not only with your resources but getting people and yourself really involved and doing things that haven't been done before.” -‐Eli Broad
