Evaluation

​Design and conduct evaluations of the impact of clients' philanthropy, either as a whole or by program area

Research

Research and analyze the current state of target issues and identify opportunities for unique impact

Facilitation

Facilitate meetings with foundation executive teams/boards or with extended family members

Theory of Change &

Strategy Development

Craft data-based strategies for achieving clients' philanthropy goals, including the use of grants and impact investments 

Mission & Vision Articulation

Work closely with clients to help them articulate the mission and vision for their philanthropic efforts

CLIENT SERVICES

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