SERVICES FOR

Foundations, Giving Circles, Funder Partnerships, and Donors

Learn how we can accelerate your philanthropy to achieve your goals

STRATEGY: Creating and implementing new strategies

Design a comprehensive strategic plan that guides the impact the donor seeks

Craft an operational plan to execute a goal-oriented strategy

Launch a new foundation or giving program

Research a field of interest or emerging issue

Identify best practices for giving priorities

Assist key grantees with strategy and planning

Learn more about our strategic planning process →

Coach and support staff in all aspects of grantmaking, management, strategy, and implementation of strategic giving plans

Advise and support board members

Thought partner for leading innovation and responding to emerging issues

Assisting grantees and supporting their capacity to fulfill your grant goals

INITIATIVE & PROJECT MANAGEMENT: Building and managing inventive solutions and projects

Create and lead innovative new projects to address emerging issues or opportunities

Design and manage multi-funder collaboratives, grant initiatives, and projects

Cultivate partnerships with field experts, funders, and other learning experts

Devise and administer Requests for Proposals for special projects

GRANTMAKING: Guiding all stages of giving and granting

Research and identify giving opportunities and aligned partners

Conduct due diligence, proposal analysis, site visits, and make funding recommendations

Design grant administration and reporting systems

Administer and manage grantmaking processes and decision-making

Research opportunities for community engagement, volunteering and advocacy to promote philanthropy goals

Help grantees with capacity building or grant compliance

Create Requests for Proposals for time-limited grant programs and design review process and evaluation tools

IMPACT ASSESSMENT: Sparking new ways of creating and measuring impact

Assess giving impact and grant outcomes

Create logic models and theories of change to define expected results and outcomes

Create evaluation strategies

Design ongoing grant monitoring systems

FACILITATION: Designing productive conversations

Guide a process to clarify values, mission, goals, and desired impact

Facilitate multi-generational family legacy discussions and philanthropy meetings

Engage next generation or Millennial family members

Facilitate giving circles

Coordinate with financial advisors or family offices to optimize effectiveness

Prepare for grantmaking and board meetings

“As I began my transition to a new phase of life, I made the decision to shift from being a passive donor to an intentional philanthropist, a subtle but important distinction that required a different mindset and skillset. Lisa’s leadership, accompanied by the tools, discipline, and coaching she provided, accelerated the transition, shaving off months, maybe years, from the timeline. By infusing her extensive experience and perspectives into the work of our Foundation, we’re seeing more immediate results, and enjoying the process.”