For philanthropic advisors & consultants
Evidence-based recommendations. Professionally documented.
cleargiving.io gives philanthropic advisors an AI-assisted due diligence platform, so you can deliver rigorous, documented recommendations at a fraction of the time it takes manually.
The limitations every philanthropic advisor works around.
Manual due diligence doesn't scale
Hours of research per charity. Annual reports, Charity Commission filings, web searches, cross-referencing. Multiplied by every client and every grant round.
Clients expect professional-grade evidence
A spreadsheet of scores and a paragraph of notes isn't an evidence trail. Clients increasingly want documented, auditable recommendations they can present to their board.
Starting from scratch for every client
Each foundation has different priorities, different cause areas, different geographic focus. Without a structured framework, every engagement means rebuilding the methodology from scratch.
Hard to show the quality of your judgement
The best philanthropic advice is grounded in evidence, but proving that your recommendations are evidence-based, not instinct-based, is difficult without documented process.
Scale your practice. Not your hours.
cleargiving.io doesn't replace your expertise. It amplifies it. You define the scoring model that reflects each client's priorities. The platform gathers the evidence, produces the scores, and documents the rationale. You focus on the judgement calls that only you can make.
- Custom scoring model per client: each foundation's assessment reflects their own priorities
- AI-assisted evidence pipeline that gathers and cites sources from public registries
- Professional audit trail for every recommendation: evidence, criteria, score, rationale
- Hours instead of days per assessment. Scale your practice without scaling your team.
- Client workspace. Hand over a configured, documented framework as part of every engagement.
The independence your clients need to trust.
Fully independent. No commercial relationship with any assessed charity.
Evidence cited from public sources, never fabricated or assumed
Your client assessments are private. Never visible to other workspaces.
Deliver better recommendations in less time.
Built for advisors who want to scale their practice without compromising the quality of their due diligence.