Services
Our holistic process translates big ideas and dreams into tangible plans. We offer flexible options to support you wherever you are in your process - whether in the early concept stages or working toward implementation.
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We specialize in the early stages of creating a values-based philanthropic strategy, and in offering fractional leadership to establish strong operating systems.
Visioning
Defining personal, family, and organizational values. Facilitating a discovery process to surface needs and connect with beneficiaries. Building purpose statements, theories of change, and overall impact goals.
Business Planning
Analyzing philanthropy models and approaches, conducting feasibility studies, social-impact unity analysis, earned-revenue development, and financial modeling.
Facilitation
Hosting funder collaborative groups, planning executive retreats, and sourcing and evaluating giving opportunities.
implementation/Execution
In some cases, we go deep with clients by establishing grant governance systems and operating procedures, crafting organizational structures, helping hire-in teams, and launch new portfolios.
Strategic Guidance
Accessing performance and helping to frame portfolios, maintain progress toward goals, troubleshoot challenges, explore new opportunities, and work through organizational growing pains.