Strategy That Sticks
We work with companies, foundations and families to craft smart, tailored plans that move from vision to action. Our services include:
Planning Processes
Leading corporate, private and family foundations through planning processes to develop and implement high-impact philanthropy programs. Includes creation of strategic frameworks, objectives and outcomes, and actionable program plans.
Designing iterative engagement and listening processes that reach a variety of stakeholders and organizations to better understand key players, existing relationships, community dynamics, and nuances around community and societal needs.
Philanthropy Strategies
Advising on and creating philanthropic tactics and identifying meaningful partnerships to advance social and/or business objectives.
Collaborating with foundations and companies to align philanthropic strategies with their mission, goals, and objectives — drawing on a deep understanding of stakeholder expectations, funding landscapes, social issue data, and emerging trends in the field.
Grantmaking with Purpose
We design and drive responsive funding strategies that adapt, learn, and deliver. Our services include:
Grants Strategy and Evaluation
Designing impactful grantmaking programs by incorporating insights from funders, communities, and stakeholders to identify strategic focus areas that address significant needs.
Developing grantmaking guidelines and criteria that translate strategy into clear, actionable decisions.
Identifying high-impact grant opportunities and surfacing connections within and across portfolios for greater collective impact.
Creating a framework for impact reporting — including logic models, progress reports, and grantee success stories — that captures both immediate results and longitudinal impact.
Grants Management
Designing and executing all aspects of the grantmaking process, including, RFP development and management, proposal review and evaluation, committee leadership and decision-making, grantee communication and back-office services.
Acting as an extension of your team, we identify high-impact partners and grantees, put in place the right systems and supports, and track progress to ensure meaningful results.
Convenings That Inspire
We design spaces—retreats, cohorts, and convenings—where ideas flow, relationships deepen, insights surface and momentum turns into action. Our services include:
Learning Spaces
Designing interactive learning spaces for staff, board and family retreats where families and funders can explore and discuss meaningful issues.
Developing and implementing engaging learning communities and knowledge sharing among grantee cohorts. Includes creation of learning framework and related content.
Community Convenings
Supporting corporate and foundation clients in strategically convening their priority stakeholders to foster connections, share learnings and resources, highlight program successes and challenges, and create roadmaps for shared future actions and programming.
Creating comprehensive content that includes keynote speakers, panels, breakout sessions, celebratory/showcase elements, and networking opportunities, ensuring that the convening is well-balanced, engaging, and responsive to key issues and needs.
Incorporating creative and interactive methods — including arts-based approaches and experiential activities — to deepen engagement, spark new thinking, and surface emerging opportunities for companies and foundations to advance their goals
Facilitation That Moves
We guide groups to shared vision, clarity, and aligned action— bringing structure, insight, and momentum to the table. Our services include:
Consensus Building and Decision-Making
Facilitating corporate, foundation and family planning meetings to build consensus on complex issues such as values, vision, philanthropic goals, and funding priorities.
Leading and facilitating grantmaking decision meetings, including full oversight of external review committees.
Designing sessions where every voice has a place — through intentional structure, creative activities, and facilitation that draws out quieter perspectives and moves the full group forward.
Partnerships with Meaning
We design and nurture partnerships that are rooted in the voices, wisdom, and priorities of the community.
Our work includes:
Bringing together community organizations, funders, and leaders from social and private sectors, we help shape collaborations that are grounded in trust, mutual respect, and shared purpose.
Hosting community and organizational listening sessions to understand needs, aspirations, and intentions.
Facilitating relationships among organizations, community partners, and leaders to co-create programs and initiatives — drawing on both traditional and non-traditional partners across sectors and geographies.
Guiding the development of realistic, meaningful, and impactful program goals, objectives, roles, and outcomes.
