Individual Philanthropists and Family Foundations
• Analysis of donor vision, values, motivations, passions, experiences that are essential to understanding how to build a philanthropic program with maximum impact and provide the greatest personal satisfaction to the donors.
• Development of practical governance structures that take the donor’s wishes into consideration and serve to build family relationships.
• Mentoring for the next generation.
• Building partnerships and coalitions among donors and organizations to achieve the donor’s objectives.
• In-depth research in specific fields of interest.
• Serving as the donor’s proxy in high priority projects and organizations.
• Developing and managing programs/projects guided by the donor.
• Providing technical assistance, fundraising counsel or other services on behalf of a donor to grantees or potential grantees.
Non-profit Organizations
• Resource analysis and development planning
• CEO/senior management coaching
• Assistance in expanding the board and in board fundraising
• Coaching for board development committee chair
• Developing alliances with other organizations
• Strategic planning
Some Recent Examples:
Hunt Alternatives Fund – Third Generation
For over seven years, mentoring the members of the next generation of this philanthropic family. Identifying common interests. Structuring and facilitating family retreats. Arranging for and attending site visits with the family. Guiding the development of grantmaking programs and impact investing strategies.
Women Moving Millions
Representing the initial donor build this initiative, which has raised, so far, approximately $200 million to advance women and girls. Each donor contributed a minimum of $1 million. Helped design and frame partnership relationships among donors and the Women’s Funding Network. Worked closely with leadership to identify high net worth donors, and cultivate gifts.
Alliance for Global Good
Serving as a member of a small team of staff and consultants, developed vision, mission, and goals for this new entity started by a major donor to address global issues. Created partnerships with experienced non-profit organizations. Provided grant support. Helped organize and seek funding for the Inaugural Congressional Conference on Innovation in Philanthropy held November 2011 at the Library of Congress.
Cinereach
Helping a new young donor build his foundation’s grant making program and advising on program related investments. Serving as a member of the grant committee. Developing grant making guidelines. Working with new staff to build their understanding of the philanthropic world.
