Philanthropy & Open Source Funding

We advise on philanthropic structuring, grant-making governance, and implementation-ready documentation — so purpose-driven capital remains defensible, auditable and executable under pressure.

How we typically support

We convert intent into clear decision rules, conflicts mechanics, and documentation standards that scale. The result is a grant and funding workflow that service providers, auditors, and stakeholders can rely on — including where cross-border exposure and reputational risk are real.

Scope of services

• Structuring philanthropic vehicles (foundation / trust-based solutions) and defining purpose, governance and oversight

• Designing grant-making frameworks (eligibility, selection process, conflicts policy, reporting and transparency standards)

• Drafting grant documentation (grant letters, milestone-based funding, reporting duties, misuse/clawback protections)

• Building governance interfaces for open source funding (sponsorship policies, contributor/grantee workflows, decision logs)

• Coordinating cross-border implementation with advisors, service providers and banks, including sanctions/AML touchpoints where relevant

• Remediating legacy set-ups where governance, documentation or operability is weak

Approach

Purpose capital fails when governance is vague. We build concise rule-sets that reflect real incentives, create reliable audit trails, and remain workable during conflict — without slowing down execution.

Deliverables

• A governance and decision-rights matrix (incl. conflicts rules and escalation paths)

• A grant-making policy pack (eligibility, selection, reporting, recordkeeping)

• A documentation suite (templates + drafting notes) aligned with banks and auditors

Governance and documentation discipline

A credible grant program is built on repeatable process: who decides, on what basis, with which records, and with what safeguards. We design funding mechanics that can be executed consistently and defended later — including in sensitive stakeholder or media contexts.

Selected experience (anonymised)

• Designing governance updates to reduce discretion and dispute risk in purpose-driven structures

• Building documentation standards and decision logs for audit- and bank-facing resilience

• Structuring grant workflows that scale across jurisdictions and stakeholder groups

If you want to set up a grant program, endowment or open source funding initiative with enforceable governance, we can typically accommodate short timelines.