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Strategic Planning Support and Services
for Foundations and Nonprofit Organizations

Strategic Planning Retreat Facilitation

Strategic or Long-Range Planning Support

Comprehensive Strategic Planning Services

Targeted Support for Individuals, Families and Couples

Click here to download a summary of services and offerings.

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Work Product Samples

To see and download samples of materials produced for clients, visit the Current Projects page or the Presentations & Writing page.

Engagement Examples

Strategic Services

  • Connecting clients to best practices in philanthropy

  • Recommendations on grantmaking tactics

  • Coaching for staff & trustees

Project Support for Grantmakers

  • Grant program design and implementation

  • Application design, content, and format review

  • Grantee surveys and grantmaking assessments

  • Proposal review & evaluation

Facilitation

  • Family meetings to explore philanthropic purpose

  • Training, board retreats, workshops for grantees

  • Convening grantee partners to explore needs and issues

Advice and Guidance for Donors and Families

  • Help families understand their values and how to align giving and engagement to match those values

  • Educate donors on how to build productive relationships with nonprofits they support

Collaboration with Professional Advisors

  • Helping clients to map out a philanthropic plan that integrates with financial plans

  • Coaching advisors on nonprofit and philanthropy basics so they can better respond to their clients' questions

Strategic Support for Funders and Nonprofit Organizations

  • Strategic Planning

  • Training for staff and board

  • Board retreats and staff retreats

  • Organizational assessments

  • Membership/Constituent surveys 

Let's talk about what we can achieve together!

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