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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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