What we help with.

You may be here because the strategic plan is three years old, roles have drifted, and the board and staff no longer agree on who decides what.

We look at how the organization actually runs: the plan, the roles, the systems, and the board's part in all three. The work ends with decisions someone owns, not a document that waits for a champion.

Representative support

• Strategic planning
• Organizational alignment and efficiency
• Leadership capacity assessments
• Board development and staff development

The aim: A plan the board can own, roles that make sense on paper and in practice, and systems that do not depend on heroics.

You may be here because you are carrying a hard personnel call, a strained board relationship, or a job that has grown faster than the support around it.

Confidential coaching for executives and senior fundraisers, from people who have held those jobs. It is practical work on the things that actually consume an executive's week.

Representative support

• C-suite and executive coaching
• Development-staff coaching
• Culture coaching for individual leaders and their teams
• Interim leadership, considered selectively

The aim: A leader with a clearer read on the job, better habits around the hardest parts of it, and a team that can feel the difference.

You may be here because giving is flat, a campaign is being discussed, and nobody can say plainly whether the development function could carry one.

An honest read on your fundraising engine, a real answer before you launch a campaign, and grant writing support for proposals to funders. We have raised the money and we have been the funder deciding who receives it.

Representative support

• Development audits
• Capital campaign assessments
• Grant writing
• Financial resource development support

The aim: A clear view of what your development function can carry today, and a decision about the next campaign you can defend to the board.

Your organization does important work. Does your story make people understand why it matters—and inspire them to be part of it?

We help you craft a compelling, authentic story that connects your mission to meaningful community impact, helps people see the difference you make, and inspires them to learn more, get involved, and support your work.

Representative support

• Messaging and communications strategy
• Storytelling and narrative development
• Case for support development
• Impact communications and marketing

The aim: A clear, compelling story that brings your mission to life and inspires people to care, engage, and invest in your impact.

Significant giving raises questions most families have never had to answer together: what you are trying to change, how much structure you want around the giving, and how decisions get made — this year and in the next generation.

We work with private family foundations and with families new to significant giving on exactly those questions, and on the administration that follows from the answers. The same seats apply here: we have advised the family and we have sat on the funder side of the table.

Family philanthropy can involve sensitive decisions. Before an engagement begins, the proposal will state how information and confidentiality will be handled.

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Every engagement begins with a conversation about the outcome you need. If there is a fit, we will propose a clear scope, timeline, and fee before any work begins.

Clear advice is only useful if it can be put into practice. When the work calls for implementation support, we can stay alongside your team to help carry it through.