Vision & Strategy
The future is in our sights.
We help clients identify their desired impact, set goals for their philanthropy, and craft strategies that deliver results.
how we help on vision & strategy
Vision and Goals
We work with our clients to examine their values, set goals for giving, and identify the impact they aspire to have on the issues, people, and places they care most about. Given our experience running family and private foundations, we are particularly adept at helping families and boards develop and come together around an inspiring shared vision for impact.
Opportunity Scan
We analyze issues, disaggregate data, engage community members, and draw upon expert analysis to help our clients understand the problems they seek to address, the populations impacted by those problems, the landscape of people and organizations working in the field, and the set of proven and high-potential solutions to those problems.
Strategy
We collaborate with our clients to create right-sized, bold, innovative, and actionable strategies for impact that are grounded in their vision and goals, aligned with their values and strengths, focused on meaningful and equitable outcomes, and informed by the landscape of needs and opportunities.
OUR TRACK RECORD IN VISION & STRATEGY
Supported the visioning process for a major global philanthropic fund focused on youth development
Helped a family foundation develop a bold strategy to improve rural education, health, and economic outcomes
Aligned a high-level steering committee of philanthropic, political, and civic leaders behind a vision and strategy for a collective impact effort to strengthen American democracy
Led dozens of workshops with high net worth individuals and families on their philanthropic vision, values, and strategies
Developed comprehensive strategies that included goals, impact and program areas, partnership approaches, metrics and evaluation systems, and practical budgets and implementation plans with leading foundations and corporate givers.