1.
Social
Good
Strategies,
LLC
www.SocialGoodStrategies.com
Kate@SocialGoodStrategies.com
(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

2.
Social
Good
Strategies,
LLC
www.SocialGoodStrategies.com
Kate@SocialGoodStrategies.com
(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

3.
Social
Good
Strategies,
LLC
www.SocialGoodStrategies.com
Kate@SocialGoodStrategies.com
(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 Issue
briefing
/
Salons
• Mission
Matching
• Non-­‐Profit
Evaluation
(Qualitative
&
Quantitative
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