The world’s problems feel as pressing and urgent as ever. Are you ready to take your philanthropy to the next level, scaling giving and impact? Are you looking for external support to ensure your giving is strategic and adds up to more than the sum of its parts?

I partner with philanthropists, foundation leadership, and staff to co-develop and refine impact strategies that align values, vision, and investment approaches with meaningful, measurable outcomes.

How I Help:

• 📍 Strategic Roadmap – A high-level framework that sets the foundation’s strategic direction while allowing leadership and staff the flexibility to develop detailed plans. Through external facilitation and alignment sessions, I guide philanthropic teams in defining their purpose, vision, values, focus areas, impact goals, decision-making authorities, budgeting, and evolving roles in grantmaking.

• 📊 Comprehensive Strategy Development – A detailed, actionable strategy that ensures philanthropic investments align with values, vision, and goals while centering community needs. My process includes defining a community-centered problem statement, conducting a landscape analysis to identify gaps and opportunities, developing a grantmaking approach and funding criteria, creating a Theory of Change with clear outcomes and indicators, and designing an organizational model that enhances efficiency and accountability.

• 📚 Learning Sessions: To support strategy development, I curate research, speakers, and site visits through a series of ‘learning sessions’ to help trustees make smart decisions about their giving.

Want to learn more? Reach out today to schedule a call.

Philanthropy is most effective when it is adaptive, community-informed, and continuously learning. Is your foundation maximizing learning across your partners and investments?

I partner with foundations and philanthropic leaders to design and implement community-centered initiatives, collaborative learning spaces, and structured impact assessments that inform decision-making and deepen impact.

How I Help:

• 🚀 Initiative Development – I guide foundations in designing and launching innovative initiatives that are responsive to community needs. My approach centers on research, benchmarking, focus groups, stakeholder engagement, and iterative program design to refine strategies before scaling

• 🤝 Collaborative Learning – Philanthropy thrives when funders and grantees learn together. I design and facilitate structured convenings—one-time or ongoing—that foster communities of practice, share insights across the ecosystem, and align funders and grantees for greater collective impact.

• 📊 Learning Reports – I conduct formal impact assessments and document key learnings to provide actionable insights for future funding decisions, refine strategies, and ensure investments remain adaptive and responsive to evolving community needs.

• 📈 Portfolio Technical Assistance – I provide focused support for grantees, emphasizing innovation and scalable impact. My approach includes refining operational models, implementing best practices, and driving strategic initiatives that amplify outcomes.

Want to learn more? Reach out today to schedule a call.

Are you navigating leadership transitions, shifts in board composition, staff changes, or capacity shortages within your philanthropy?

I partner with trustees, leadership, and staff to establish clear structures, agreements, and norms that enable everyone to contribute their time and talents effectively—ensuring stability, efficiency, and long-term impact.

How I Help:

• 🏛 Governance Plan – A facilitated process that enhances board engagement, strengthens governance structures, and supports leadership succession planning. My approach helps leadership teams refine decision-making, improve board-staff alignment and accountability, and ensure long-term continuity and organizational growth.

• 🛠 Fractional Roles for Capacity Building – A flexible, embedded service model that strengthens team capacity without requiring full-time hires. I provide targeted coaching, leadership development, custom templates, practical tools, and hands-on guidance to foster long-term self-sufficiency and operational effectiveness.

Want to learn more? Reach out today to schedule a call.