Available Services

Philanthropic Advising

Services for foundations and individual donors include:

• development and refinement of philanthropic strategy and goals

• portfolio review and alignment 

• sector analysis, grant partner discovery and recommendations

• grantee due diligence

• grants management including RFP, application, review, recommendation, and awards

Meeting Facilitation

Professional facilitation includes:

• structured, productive discussions

• ensuring balanced participation

• keeping conversations focused

• helping the group reach clear outcomes

• creating an inclusive, efficient, and results-oriented environment

Strategic Planning

Services for nonprofit and philanthropic organizations include:

• development of an organizational strategic plan

• staff, board and key stakeholder engagement

• development or refinement of mission, vision & values

• program assessment

Organizational Development

Services for nonprofit organizations include:

• refinement of operations

• review of program alignment

• aligning personnel structure with operations

• a focus on organizational sustainability & impact

• review of financial operations

• a focus on effectiveness and efficiency

Board Management & Governance

Services for nonprofit organizations include:

• definement of board purpose, structure, and composition

• definement and clarification of roles and responsibilities (executive personnel hiring, oversight, evaluation/review, fiduciary and financial oversight, self-evaluation)

• the building of a complete board

• succession planning