We help the social investor make tactical and strategic decisions. We support those who are just starting out with social initiatives, but can also help the more seasoned investor who wants to improve his/her philanthropic impact.

Here are some of the services we offer:


  • Identify the investor vocation for Social Private Investment (PSI)
  • Map the investor's PSI actions
  • Research and benchmarking

Strategic Planning

  • Define PSI strategies and policies
  • Design programs and projects
  • Design action plans and support implementation

Foundation Structuring

  • Define bylaws (purpose and governance)
  • Structure the administration
  • Select and coach board members, directors, and staff
  • Incubate foundations and programs

Financial Structuring

  • Feasibility study
  • Resource mobilization plan
  • Cause-related marketing
  • Endowments creation

CSR Structuring

  • Structure of Corporate Social Responsibility areas
  • Development of Volunteer programs
  • Design of action plans and support implementation

Investors Training

  • Train and coach families, companies, and nonprofit organizations


  • Evaluate programs, projects, nonprofit organizations, and social business
  • Design indicators

Would you like to find out more about IDIS's Technical Support? Please contact us by e-mail:


Established in 1999, the Institute for the Development of Social Investment (IDIS, in Portuguese) is a public interest non-governmental organization that was a pioneer in providing technical support and consultancy for social investors in Brazil and Latin America. IDIS facilitates the participation of individuals, families, companies and communities in strategic social actions that bring social change and help reduce social inequalities in the country. Committed to promote and structure private social investment as a tool for the development of a more equitable and sustainable society, IDIS acts in two ways: by developing proactive initiatives and by meeting the demand for technical support of companies, foundations, institutes, families and individuals.