Philanthropic Services
Philanthropic Vision + Strategy. Lead facilitated sessions to help philanthropists create their vision for giving and define their driving principles. Design strategies and programs for new and seasoned philanthropists, including developing structures, processes and systems to enable strategic giving.
Landscape Analysis + Due Diligence. Conduct rigorous analyses of philanthropic issue areas and conduct due diligence on potential grantees. Engagements include research, organizational assessments, and site visits.
Intergenerational Family Philanthropy. Work with multi-generational families to develop the structures and processes to facilitate effective and impactful giving.
Connections. Identify implementing partners to reach shared strategic goals. Partnerships include issue experts, potential grantees or other philanthropists.
Nonprofit Services
Strategic Planning. Create a roadmap to envision and implement short and long-term organizational goals. Engagements include facilitation of strategic planning sessions and development of a comprehensive strategic plan.
Organizational development and implementation. Launch, strengthen, or scale operations. This includes creating organizational structures, designing succession plans, and leadership management.
Board Development. A strong board requires strategy and structure. Engagements include board planning, creating board and committee structures, facilitating board retreats, and developing board documents.
Connections. Identify implementing partners to reach shared strategic goals. This includes connections to other resources, potential funders or partners, and facilitation of potential partnerships.