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Strategic Planning Support and Services
for Foundations and Nonprofit Organizations

Meeting or Retreat Facilitation

Useful for beginning the discussion about your organization's future - a "planning to plan" opportunity

Advisory Support

Useful for an organization who is managing their own planning, but who might benefit from periodic guidance, reflection, and advice from outside experts

Comprehensive Services

Provides your organization with longer-term, sustained involvement in a

thorough entire strategic planning process

To enhance Capital Philanthropy's strategic planning services, Marshall is teaming up with Senior Consultant Benjamin Loring, enabling our clients to benefit from a combined more than 50 years in the sector

Click here to download a more detailed description of our strategic planning services, including complete bios for Marshall and Benjamin

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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