You do not need to learn a new case system. Include us on the matter, forward the thread, or send the documents. We organize the review from there.
Our systems only require cc@philanthropist.cc to be included on emails related to a matter, or the matter can be submitted as a bulk ZIP file. You do not need a case ID.
If the matter has not yet been paid for, including cc@philanthropist.cc or privately BCCing bcc@philanthropist.cc can trigger our preliminary intake.
We can review the available facts, identify the appropriate review level, request missing material, and send the applicable quote, tier or payment request.
BCC is useful when you want us to see the existing conversation without adding PHILANTHROPIST.CC visibly to the other recipients yet.
A CC reference is optional for you. Email threading, participants, attachments, dates and matter information can be used to organize the record.
For your own tracking, however, we recommend adding a short CC reference to the subject line when useful.
Use whatever matter description makes sense to you. The tracking reference is helpful, not mandatory.
The same intake method works across very different charitable-purpose questions.
Can the proposed use of an asset serve a charitable purpose?
Is the proposed donation or in-kind support charitable under the facts presented?
Who benefits, what is being provided, and what evidence supports the claimed charitable purpose?
You generally do not need to rewrite the case into a special application. Existing emails, documents, contracts, program rules, budgets, photos and other evidence can form the intake record.
What is proposed? Activity, purchase, donation, transfer, expenditure, service or use.
Who is involved? Parties, intended beneficiaries and decision-makers.
What governs the matter? Program rules, contracts, jurisdiction, grant conditions or other requirements.
What supports it? Emails, budgets, photographs, plans, correspondence and other evidence.
When is the decision needed? Include any transaction, auction, government, court or funding deadline.
The full storyboard shows the broader service model and examples.