Strategic Planning

Are you clear on what you want to accomplish with your philanthropy? Strategic giving starts with exploring motivations and values, defining a vision, mission, and goals, designing strategies that are rooted in research and knowledge, and creating a governance structure and other components needed for effective implementation.

Work with us to craft a strategy that will bring your vision to life. Are you just getting started with your philanthropy? Are you preparing to ramp up your efforts in size or impact? Do you want to transition from responsive to proactive giving? Do you want to develop a theory of change to guide your giving? Are there ways to improve governance or address other challenges that can hinder effective giving?

We start where you are, whether you need to establish goals and new strategies, revisit or rethink current strategies, or create a plan of action. With your commitment as the fuel and a strong strategic plan as the guide, you'll know your philanthropy is on the right path.