Strategic Planning, Repositioning, and Restructuring
TPI designs and facilitates efforts that focus on repositioning and restructuring community foundations to function in leadership roles for their communities – as funders, civic leaders, and philanthropic resources in the promotion of giving. These strategic engagements can last anywhere from six to twenty-four months, engage numerous internal and external stakeholders in the visioning and planning process, include extensive community needs assessments, and involve the development of long-range plans.
TPI evaluates the process and impact of community foundations’ efforts in a variety of areas, including collaboration and partnership, civic leadership, and systems change. We also help community foundation clients publish or otherwise share with the field their most creative and impactful work in their communities.
Donor Engagement Strategy and Evaluation
TPI partners with community foundation staff to assess, refine, develop, and/or redesign donor engagement strategies, including giving circles and donor-funder collaboratives. Lessons learned from evaluation activities help clients effectively and efficiently maximize donor engagement and relations.
One-on-One Consulting for Donors
TPI partners with foundation staff to provide fee-based consulting for donor-advised fund holders, including individuals, families, and companies. TPI is typically engaged to augment the support given to donors by foundation development staff, including family meeting facilitation, issue area research and landscape scans, strategic planning, program design and implementation, grants management, international grantmaking, scholarship program design and management, and more.
TPI designs and conducts educational workshops for donors on a variety of topics, including finding a focus and establishing goals, ramping up in size and/or impact, involving the next generation, building a legacy, evaluating the impact of your philanthropy, international philanthropy, and more. Community foundations can also co-brand or private label TPI’s donor support materials, including Giving Together: A Primer for Family Philanthropy.
Staff Training and Support
TPI develops customized training programs for community foundation staff on a variety of topics including family philanthropy, international philanthropy, ramping up, and more. Trainings also include Excellence in Family Philanthropy workshops, based on TPI’s national initiative designed to support the competencies and tools that staff needs to support family philanthropy.
International Grantmaking Support
TPI’s Center for Global Philanthropy is a resource to community foundations in supporting their globally-minded donors using their donor-advised funds to make international grants. Services include creating and facilitating giving circles and donor networks, facilitating workshops on international philanthropy, conducting research and landscape scans on key issues and/or geographies, curating donor trips and site visits, and conducting due diligence on prospective grantees. TPI also supports community foundations and their donors in responding to the short- and long-term needs after disasters.
Professional Advisor Engagement and Training
TPI leads educational programming and workshops for professional advisors working with community foundations, including content and training based on the TPI/U.S. Trust Study of The Philanthropic Conversation, to support their role in discussing philanthropy with high-net-worth individuals and families.
- Arizona Community Foundation
- Battle Creek Community Foundation
- The Boston Foundation
- Calgary Foundation
- Central Valley Community Foundation
- The Cleveland Foundation
- The Columbus Foundation
- Community Foundation for Northeast Florida
- Community Foundation of Greater Des Moines
- Crossroads Foundation
- Essex County Community Foundation
- Greater Kansas City Community Foundation
- Hartford Foundation for Public Giving
- Hawaii Community Foundation
- Maine Community Foundation
- New Hampshire Charitable Foundation
- Rhode Island Foundation
- Santa Barbara Foundation
- Triangle Community Foundation
- Vermont Community Foundation
In 2013-2014, in collaboration with Greater Kansas City Community Foundation, the Boston Foundation, and the Community Foundation of Sarasota, TPI developed a web-based donor education tool, called Adventures in Giving, designed to teach effective donor practices in an engaging and interactive mode.
In 2004, TPI and the National Center for Family Philanthropy (NCFP) co-convened the first national community foundations CEO summit on best practices and issues related to community foundation work in family philanthropy. Then in 2006, 19 US and Canadian community foundations, together with TPI, launched a collaborative learning and field development initiative called Excellence in Family Philanthropy.
Building on field literature and research with nearly two dozen community foundations, TPI conducted a study looking at the opportunities, challenges, and approaches to building synergistic foundation-donor partnerships. The resulting report published in 2015, Foundation and Donor Priorities: A Search for Synergy in Community Foundations, served as the stimulus for a series of national peer-to-peer meetings examining how community foundations can realize the potential of closer bridges between the leadership work of foundations and the interests of their donors.
Beginning with a partnership with Mission Investors Exchange and GPS Capital Partners in 2011, TPI has served as an advocate and catalyst for community foundations exploring the development of a donor-facing impact investing platform. TPI and GPS worked with a group of Northern New England community foundations to share best practices and find collaborative efficiencies. TPI was a contributing author to the Council on Foundation’s Community Foundation Field Guide to Impact Investing.
Beginning in 2006, TPI conducted a series of initiatives aimed at helping community foundations understand the opportunities, challenges, and alternative approaches to helping interested donors engage in international giving. This work included facilitating a national planning meeting of 14 community foundations; conducting a research study exploring the needs of community foundations and alternative support structures; and piloting the Community Foundation Global Giving Network, a resource center for community foundations, from 2012 to 2014. In 2017, TPI conducted research as part of the Building Broader Communities in the Americas initiative on strengthening the relationships among community foundations in North America with those in Latin America and the Caribbean. This work resulted in the report, Enduring Ties: The Human Connection Between Greater Boston, Latin America, and the Caribbean.
TPI publishes blog posts specifically for the community foundation field, covering topics including systems philanthropy and donor engagement.