Create and take action on your Generosity Gameplan with expert support
Consulting and management services to help you do the most good with your currencies.
My team and I advise major donors and strategic grant-makers who want their giving to radically transform themselves and the world.
We offer two programs: Generosity Gameplan™ consulting and foundation management.
YOUR GENEROSITY GAMEPLAN PROGRAM
If you are feeling detached or uninvolved with the causes you support –
If you are overwhelmed by requests for your time and money –
If you want to see better outcomes from your giving and volunteering –
Why engage us to develop your Generosity Gameplan?
- Quickly gain clarity on why, how, and what you want to give.
- Expand your vision of what you can accomplish with your relationships, strengths, and resources.
- Get excited about what is possible when you start from your heart’s desire.
- Turn giving and volunteering into an energizing endeavour instead of an obligation.
Working on your Generosity Gameplan with us gives you results:
- You are guided through our seven-step process to create a strategic giving plan that suits you perfectly.
- Your plan is translated into achievable tactics that can be executed with confidence.
- You get support to transition out of roles and commitments that don’t match your vision.
- You can easily tell others what your core focus is. Respond to requests and do your own outreach with confidence.
Most Generosity Gameplan engagements unfold like this:
- Three one-hour telephone conversations
- One half-day of advanced homework
- Three one-day workshops delivered over six weeks
- You’ll also receive a hardcover copy of Connected for Good
Every Generosity Gameplan is different, so we tailor the program specifically to where you’re at.
You’ll get only the steps you need.
Interested? Let’s talk about what you need from a Generosity Gameplan.
Foundation Management Services
If you are starting a new charitable foundation –
If you want to better fulfill your foundation’s complete program and operations –
If you want to reduce the complexities of your generous ventures so they can reach their full potential –
We offer everything from back-office support to a full complement of knowledgeable, high-touch professional and administrative staff.
Here are the services we provide:
- Identity services, such as answering the phone and receiving/routing mail
- Grant management, including responding to qualified grant applicants, due diligence, and evaluation
- Coordination with tax accountants for 990-PF submission
- Quarterly reports on grant activity
- Document and database management
- Processing of payables and grants
- Facilitating board meetings, including scheduling and recording board meeting minutes
- Topical field research and charitable organization assessments
- Foundation startup services
- Next-generation leadership succession planning and coaching
Looking for support? Let’s talk about what your foundation needs.