Philanthropic Advising Services
I work with high net worth families on their strategic philanthropy. I also do consulting for board development.
My job is to invest the time to get to understand an organization and the people involved. I familiarize myself with operations, with the culture, and help deliver clearer results and a more focused strategy. Every organization has different goals, desires and outcomes. I want to better understand the people and the values that drive their decision-making process.
Here are a few things that you can expect from me as an advisor:
A complete analysis of current operations with specific, tailored recommendations.
Establish a philanthropic master plan to guide all decision making.
A detailed action plan to help you operate and distribute funds more effectively.
Review proposals and advise on gift agreements and oversight of grantees.
Assist with the creation of a website and grant making guidelines for donors.
Guidance and support to address management decisions.
A direction specifically focused on mission, vision, and values.
Executive and Volunteer Leadership
One of the greatest challenges facing any young nonprofit organization is building strong volunteer leadership.
- How do you identify and recruit quality board members?
- How do you motivate board members to actively fundraise?
- How do you improve board participation and fundraising results?
On top of all of the myriad of challenges that an Executive Director must face on a daily basis just to keep the organization moving, they must also manage a group of volunteers who are usually busy and often have competing agendas.
I understand these challenges. I help match working professionals with their philanthropic interests, especially those in need of talented Board leadership. I work with Executive Directors to help shape a more effective Board of Directors.
The goal I am always striving for is results. Measurable. Attainable. Aspirational. Results:
Trained, engaged board members who excel in both fundraising and governance.
- Young working professionals who are eager to lend their talents.
- A strategic, long term fundraising plan
- A stronger connection to the mission and vision.
- A deep analysis of weaknesses and growth potential.
- Campaign management and feasibility studies.