So, You Want To Be A Philanthropy Consultant?

About once a week someone emails me to learn more about philanthropy consulting: foundation staff looking for their next career move (or more recently, anticipating a layoff), business executives tired of an emotionally unfulfilling career who seek to make a difference in the world, and recent college graduates who stumble upon my website and think what I do sounds really cool (it is!).

Each asks for 30-60 minutes of my time – preferably that week – to help them think through their options. It would be great to have time to talk with them all. But alas, I don’t.  Instead, I’m writing this blog to pass along some insight that I have developed in 10 years of consulting to foundations and nonprofits.

To consult or not to consult

In many ways, consulting is one of the easiest and least expensive businesses to start.  Assuming you have the expertise and contacts, all you really need is a desk, computer, phone, high-speed internet, and a printer – and you probably have all that at home already.  But being an entrepreneur and consultant isn’t for everyone.

5 questions to ask yourself before you take the plunge

  1. Are you organized and disciplined about your time? As a solo practioner, you wear all the hats: CEO, consultant, marketer, business developer, proposal writer, bookkeeper, administrative assistant, and office manager to name a few. You will also be managing multiple projects, clients, deliverables, and deadlines.
  2. Are you comfortable working alone, or do you need to be around lots of people? People often ask if I’m lonely working in my home office. The reality is I’m around people all the time:  in person and phone meetings with our clients and subcontractors, networking, and conducting interviews and focus groups for our clients. I enjoy the balance of working alone and with others on projects. But there are options if you really need the support and buzz of people around you:  start your consulting business with a partner or find office space with other small business owners.
  3. Can you support yourself for the next six months if your business is slow to take off? This is a tough economy in which to start a consulting practice.  Most foundations are reducing administrative expenditures and grantmaking. You will be much better off if you have savings to live on, or a partner who can support you. Another option is to work part time and keep your benefits while you grow your consulting practice.
  4. Do you know the type of consulting work you really want to do (and equally important, what you don’t want to do)? Foundations and nonprofits hire consultants to help them with all kinds of things, such as strategic planning, program development, environmental scans, fundraising, communications, needs assessments, foundation management, facilitation, next generation planning, and executive coaching.  Determine what you are most excited about (and qualified to do). Get clear on what you really don’t enjoy and don’t want to do, and learn how to say “no” (even when money is tight).
  5. Do you have the experience and contacts to advise foundations, donors or nonprofits? No matter how much experience you have in your industry, if you don’t have experience working in philanthropy or with nonprofits, you need to get that experience – through employment or volunteering – so that you understand the industry you hope to help.  If you just graduated from college, you really need more “real-world” experience of any kind before you start consulting.  And just because you were a fabulous program officer or nonprofit executive, doesn’t mean you will be a great consultant. One way to gain experience as a consultant without taking the plunge and starting your own business is to subcontract to another consultant. That’s how I got started, and it helped confirm that I love both philanthropy and consulting.

7 resources to learn more about consulting
Check out these resources about consulting and working in the nonprofit sector:

Million Dollar Consulting, by Alan Weiss and the many resources available on his website.

National Network of Consultants to Grantmakers – A great way to connect with and learn from other consultants. You can join as an associate member if you are new to consulting.

Nonprofit Consulting Review (Charity Channel)

How To Start a Consulting Business (Entrepreneur)

What to Expect When Switching To The Nonprofit Sector (NYT article)

Starting and Building a Career in the Nonprofit World (Chronicle of Philanthropy)

The Idealist Guide to Nonprofit Careers for Sector-Switchers

I’m passionate about the consulting and evaluation services we provide our foundation and nonprofit clients. Philanthropy and nonprofit consulting can be a fabulous career if it’s right for you. Good luck and keep me posted!

If you found this blog post useful, please subscribe! On Twitter? Follow Philanthropy411 at @Philanthropy411

Posted by Kris Putnam-Walkerly  © Kris Putnam-Walkerly and Philanthropy411, 2009

15 responses to “So, You Want To Be A Philanthropy Consultant?

  1. dbphilanthropy

    Thank you for this helpful and excellent article!

    I had one thought in regards to point 5, having “real-world experience.” I think in this aspect it is probably most important that we truly know and understand the people we want to help through philanthropy. I could have all the experience in the “real-world,” as far as working with non-profits and how to raise funds, but if I don’t truly know the people I want to help, and the core reasons for the problem, all of that fundraising and experience working in the philanthropy world, really wouldn’t do much good.

    When I was 19, first wanting to get involved in philanthropy and helping the poorest of the poor, I packed up my car, and started driving east to meet and spend time with as many people who were living on the streets as I possibly could. This was one of the most eye-opening experiences of my life, and times of truly gaining understanding into the problem of poverty. Unfortunately, I think we have too many philanthropists who really have no clue what the core of the problems are, and end-up doing things in the name of “philanthropy” that really simply perpetuate the problem.

  2. Lol wow, i had never thought about items like that before, but you do carry up some fascinating details. nice post

  3. This is a great post. Being a consultant is quite difficult with those starting from that kind of field but as you have said more experience is required to be able to adopt the kind of environment which philanthropy consultants have. Getting started with this field needs a lot of focus and hardwork, for you to come up with good results.

  4. Pingback: Looking For A Philanthropy Job? 20 Resources To Help You « Philanthropy411 Blog

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  6. Excellent site, keep up the good work

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  11. Thanks Stephanie and Marilyn for the comments – glad you found the post helpful! – Kris Putnam-Walkerly

  12. Stephanie McAuliffe

    Congratulations on getting started. This particular post is a great reason to have a blog, efficientssharing of information. Look forward to more! I subscribed in bloglines, don’t know if that’s visible to you.

  13. Very good information. I follow you on twitter too. I am trying to move into this area after being an unsatisfied lawyer.