Planning
We help philanthropies plan to address short-term needs and achieve long-term goals by helping them assess needs to address, develop a vision of where they want to be in the future, identify the best route to getting there, and overcome the obstacles that stand in their way.
Needs assessment
We help funders take stock and analyze marketplace information in order to gain a better understanding of needs in a specific area of operation or focus.
Strategic planning
We help funders focus their missions, articulate a vision of what they want to accomplish, identify internal strengths and weaknesses as well as external opportunities and challenges, determine the resources they will need to accomplish their goals, and lay out a plan and timeline for achieving their objectives.
Program planning and/or design
We help funders identify and focus on those programs and strategies that most clearly address long-term vision and mission and have the greatest potential for impact.
Planning for new foundations
We help donors create a mission, a vision, and strategies for giving, and assist in setting up systems for doing so.
