Jane Smith Sample Client Booklet

Jane Smith’s
Giving Profile

2019

Dear Ms. Smith,
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Warmly,
Milton Speid and the Full Impact Team

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About Jane Smith

Jane Smith is retired and lives in New York City. An avid
traveler, she loves art and the opera and allows these
passions to inspire her philanthropy. She is widowed, and
has three children, aged 33, 35 and 40. As immigrants to
the United States, she and her late husband became very
successful based on their love for art and education, and
therefore aim to help others do this as well. Currently, she
supports the arts through museums, the theater, and arts
programs in refugee camps, supports education through
organizations such as the Boys & Girls Clubs and Save the
Children, and also supports direct service organizations.

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Jane Smith Giving Profile

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A look at the SDGs… An intervention in action:
-UNDP is working with the Ghanaian
SDG 1: No Poverty government with an Adaptation
Fund project to help the country
SDG 4: Quality Education adapt to climate change, improve its
water management and promote
SDG 5: Gender Equality sustainable livelihoods in rural
communities

An intervention in action:
-UNDP-implemented Stabilization
Facility for Libya helped
construction at the Al Rabat School
in Tripoli, which included giving a
dedicated music teacher of 35 years
her own classroom for the first time
since 2011.

An intervention in action:
-UNDP Serbia organized special
hotlines and support mechanisms for
women after the area was devastated
by cyclones Tamara and Yvette.
Often women, as caretakers for the
elderly and children and as victims of
post-disaster violence, are the most
vulnerable after natural disasters.

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Full Impacts 15-point vetting strategy for NGOs:

Impact

o Impact: Clear articulation of the impact they want to achieve and

corresponding metrics are measurable

o Strategy: Intervention that is supported by research and analysis that are

reflective of the local community

o Scalability: Realistic vision & strategy for scaling or enhancing project impact
o Influence: Ability to influence policy and/or drive awareness of focus issue;

how are they influencing the sector, such as through lobbying, organizing,
publishing research, etc.

o Innovative Approach: Methodology that has been tested and proven over

time with evidence of continued innovation

Structure

o Financing: Analysis verifies ongoing financial sustainability
o Effectiveness: Efficient utilization of funding for programs and operations
o Data: The organization has a method for collecting data that aligns with their

intervention practice; the organization has undergone an internal evaluation
and/or they have an M&E system in place; the monitoring & evaluation
supported by accurate indicators, metrics & frameworks

o Structure: Operational framework supported by clearly defined strategy
o Technology: Effective use technology to support operating systems,

including M&E and data collection

Leadership

o Governance: A clear and proven articulation of controls in governance
o Expertise: Executive leaders and staff demonstrate specialized knowledge of

intervention

o Management: Knowledgeable, innovative and mission-driven management
o Ethics: A team guided by trusted, high-integrity mission and method
o Collaborations: Partners with other organizations, beneficiaries, and key

local stakeholders

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Full Impact will help you select and vet NGOs
that are in line with your philanthropic
mission.
We will also help support your relationship
with these NGOs by:
-providing ongoing reports on your impact
-coordinating site visits
-etc.
-etc.
-etc.

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“If you want to go fast, go alone. If you want
to go far, go together.” —African Proverb

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Full Impact mission statement
Full Impact mission statement
Full Impact mission statement
Full Impact mission statement
Full Impact mission statement
Full Impact mission statement
Full Impact mission statement
Full Impact mission statement
Full Impact mission statement

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