Services for donors

In an ever-evolving economic and global environment, donors face many new challenges as they seek to make strategic funding decisions. We work with our clients as thought partners to develop a customized scope of work based on their mission and values, current objectives, resources and timetables with the goal of magnifying each initiative’s impact. Our services include:

Strategic Planning

  • Clarify core values and mission

  • Assess funding effectiveness and impact

  • Focus on particular priorities, such as programs, communications, governance and infrastructure

  • Recommend next steps and benchmarks for success

Research and Evaluation

  • In-depth research on issues, strategies and initiatives to inform grantmaking goals

  • Needs assessments

  • Referrals to potential partners or affiliates

  • Evaluation of funding impact and results


  • Develop program areas and guidelines

  • Site visits, evaluations and due diligence for potential recipients

  • Organizational and budgetary assessments

  • Program set up and management

  • Report preparation for board presentations

Retreat Planning

  • Conceptual and programmatic development

  • Speaker arrangements

  • Meeting facilitation