ITA
NGO Due Diligence & Civil Society Mapping for Wealth Managers
Independent advisory support to strengthen philanthropic decision-making and manage risk in client conversations.

Non-promotional and non-executive in nature, this work complements — rather than replaces — the role of wealth managers, donors, and organisational leadership.

Why Philanthropy Matters for Wealth Managers


Led by new generations, HNW and UHNW families increasingly expect their advisors to support not only financial planning but also purpose-driven capital allocation.

As philanthropy becomes a core component of holistic wealth stewardship, wealth managers need reliable insights, trusted networks, and robust due diligence to guide clients effectively.

These advisory services help you navigate the nonprofit ecosystem, reduce complexity, and provide your clients with strategic, evidence-based philanthropic options.

$70-100

$70-100 trillions in wealth will be transferred between generations within the next decades

Source: Cerulli Associates, UBS Global Wealth Report

Services

Comprehensive advisory support designed specifically for wealth managers navigating the philanthropic landscape.

NGOs Landscape Mapping

Curated views of nonprofit opportunities

Due Diligence

Credible, well-vetted recommendations

1. NGO Landscape Mapping

A clear, curated view of civil society actors and opportunities within a specific theme or geography.

01
Tailored Mapping

Organizations aligned with your client's values and priorities

02
Ecosystem Analysis

Dynamics, funding gaps, and emerging opportunities

03
Network Insights

Platforms that enable collaborative or higher-impact approaches

2. Due Diligence & Impact Assessment

Support your clients with confidence by providing credible, well-vetted recommendations.

Organization Review
  • Governance and operational assessments
  • Financial management and transparency
  • Leadership capacity evaluation
Impact Evaluation
  • Review of impact evidence
  • Organizational effectiveness metrics
  • Shortlist of best-positioned organizations
Value for Wealth Managers
Strengthen Client Relationships

Offer a differentiated service that integrates philanthropy into long-term wealth, legacy, and governance conversations.

Reduce Complexity

Save time with curated mappings and due-diligence reports designed to streamline your advisory process.

Manage Risk

Mitigate financial, operational, and reputational risks through structured evaluation tools.

Stay Ahead of Trends

Gain insight into evolving philanthropic practices, including systems-change approaches, next-gen engagement, and blended finance.

Strengthen Client Relationships


Offer a differentiated service that integrates philanthropy into long-term wealth, legacy, and governance conversations. By providing strategic philanthropic guidance, you position yourself as a holistic advisor who understands the full spectrum of your clients' values and goals.

This comprehensive approach builds deeper trust and loyalty, setting you apart in a competitive marketplace where clients increasingly seek advisors who can support their entire vision for impact and legacy.


Firms offering holistic advisory solutions — including estate, governance and philanthropic structuring — tend to report stronger long-term client retention

Risk Management & Efficiency
Save Time

Curated mappings streamline your advisory process

Reduce Risk

Structured evaluation tools mitigate operational concerns

Ensure Quality

Well-vetted recommendations build client confidence

Confidentiality and Data Protection

All engagements prioritize client confidentiality and adhere to stringent data protection standards. Information provided by wealth managers, family offices, or their clients is treated with the utmost discretion and utilized exclusively for agreed-upon advisory services.

No data, insights, or client-identifying details are ever disclosed to third parties, unless explicitly authorized in written. Our processes are fully aligned with prevailing privacy regulations in Italy, Switzerland and the European Union, including GDPR principles.

This commitment ensures that sensitive information is managed with unparalleled security, discretion, and full professional integrity at all times.

Why Wealth Managers Partner With Us
20+ Years of Experience

Working with civil society organizations globally, bringing deep expertise to every engagement

Deep Regional Knowledge

Particularly strong networks and understanding in Latin America, among other regions

Trusted Networks

Built through work with leading philanthropic organizations worldwide

Data-Driven Methodologies

Rigorous approaches for mapping, analysis, and due diligence

Meet Your Advisor

Alejandro Bautista

1
Advisory Approach

My work focuses on supporting donors and advisors once philanthropic intent is defined, particularly in situations where moving from intention to allocation requires deeper analysis and contextual understanding.

2
Background

Over two decades, I have advised phianthropic foundations, civil society organisations, and international networks across multiple regions, including Latin America. This experience provides a grounded understanding of how philanthropic ecosystems function in practice.

3
What this Means for Clients
  • Clearer understanding of opportunities and risks.
  • More informed and confident decision-making.
  • Access to field-informed insight beyond publicly available information.

A brief, confidential conversation to explore relevance.