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

Grantmaking

• 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