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For philanthropic advisors & consultants

Evidence-based recommendations. Professionally documented.

cleargiving.io gives philanthropic advisors a structured evidence platform, so you can deliver rigorous, documented recommendations at a fraction of the research time.

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 does not replace your expertise. You define the scoring model that reflects each client's priorities. Grant-maker AI tools handle the evidence gathering, scoring, and documentation. 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 need professional-grade evidence trails without the manual research overhead. Request access and run your first client assessment.

Read our methodology →