"The best way to predict the future is to create it."

— peter drucker

And then we help you make ideas happen.  Depending on the client’s desired level of personal engagement, we provide the framework, learning experiences, access to resources, knowledge, skills, tailored materials, and process support, that maximize the impact of every dollar.  Services include:

 

Philanthropic Leadership Development

  • articulating a legacy and vision that drives personal engagement

  • leveraging your unique strengths, skills, knowledge, and network

  • developing measureable goals and a roadmap for achievement

  • exploring philanthropic best practices and progress metrics

  • engaging next gen and developing a unifying vision for succession

  • techniques for enhancing board dynamics and board leadership

  • techniques for enriching donor-grantee relationships

  • growing your philanthropic skills, presence, and influence


Giving Management & Grants Administration

  • Proposal processing and summaries

  • Correspondence with applicants and grantees

  • Grant payment correspondence for equities/cash

  • Tracking, evaluation, and summaries of grantee reports

  • Grantmaking tool design and implementation 

  • Database management 

  • Grant portfolio analysis and reporting 

  • Federal and state regulatory compliance 


External Communications

  • Visibility guidelines

  • Website design and management

  • Represent donor to external audiences, including attending meetings, convenings, and collaboratives, speechwriting, and articles

Philanthropic Strategy and Architecture

  • strategic planning facilitation and implementation 

  • issue area landscape research and gap analysis

  • focus group and collaborative grantmaking opportunities research

  • implementation strategies and levers for change

  • impact evaluation techniques and metrics

  • budget allocations and philanthropic investing options 


Research and Due Diligence

  • Issues and subject matter research

  • Grant sourcing (examples; RFP, invitation, donor collaboratives)

  • Grantee analysis and due diligence, including site visits

  • Philanthropic investment research and investment structuring (PRI, MRI, impact investing funds, social venture investments, capacity-building)


Board Services

  • Board roles, procedures, and policies

  • Next gen engagement

  • Succession planning

  • Board meeting preparation and facilitation

  • Recordkeeping and minutes

  • Educational resources and experiences, including travel and donor convenings


Foundation Support

  • Interim or ongoing Executive Director, Program Officer, or management

  • New and transitioning Executive Director coaching

  • Foundation back office services

  • All other services listed above