Services for Donors

In an ever-evolving economic and global environment, donors face many new challenges as they seek to make strategic funding decisions. We work with our clients as thought partners to develop a customized scope of work based on their mission and values, current objectives, resources and timetables with the goal of magnifying each initiative’s impact. Our services include:

Strategic Planning

  • Clarify core values and mission
  • Assess funding effectiveness and impact
  • Focus on particular priorities, such as programs, communications, governance and infrastructure
  • Recommend next steps and benchmarks for success

Research and Evaluation

  • In-depth research on issues, strategies and initiatives to inform grantmaking goals
  • Needs assessments
  • Referrals to potential partners or affiliates
  • Evaluation of funding impact and results


  • Develop program areas and guidelines
  • Site visits, evaluations and due diligence for potential recipients
  • Organizational and budgetary assessments
  • Program set up and management
  • Report preparation for board presentations

Retreat Planning

  • Conceptual and programmatic development
  • Speaker arrangements
  • Meeting facilitation