1. You have a question
Start on the website or copy cc@philanthropist.cc on an existing conversation.
2. Facts and evidence
We structure the parties, purpose, beneficiaries, jurisdiction, assets, documents and decision needed.
3. Complexity routing
Routine matters can remain automated. Higher-risk matters escalate to human or professional review.
4. Apply the framework
We identify relevant law, program rules, donor restrictions, contracts, tax considerations or other standards.
5. Issue an outcome
CC, conditional CC, pending, external authority required, not CC, or superseded.
6. Facts can change
If the purpose or transaction changes materially, drop the old CC and reassess the new matter if needed.