Strategic Philanthropy Planning

We facilitate dynamic, thoughtful sessions to uncover your philanthropic purpose. Our structured approach helps articulate your values, define your focus areas, and establish clear goals that resonate with your personal or organizational ethos. Through careful questioning and scenario planning, we help you craft a compelling vision that will guide your giving for years to come.

Every effective philanthropic strategy needs a clear roadmap. We help you construct a robust Theory of Change that maps how your activities will lead to desired outcomes. This framework becomes your blueprint for action, connecting your resources to real-world impact through logical, evidence-based pathways.

We translate your vision into actionable plans using evidence-based approaches. Our team analyzes current research, evaluates successful models, and identifies innovative opportunities to maximize your social return. We help you select the most effective interventions and design implementation strategies that align with your resources and timeline.

Modern philanthropy offers diverse tools for creating change. We help you build a balanced portfolio that might include traditional grants, impact investments, and innovative funding mechanisms. Our approach ensures your resources are deployed effectively across different vehicles to achieve both immediate impact and long-term sustainability.