Client Highlights: Retreat and Meeting Facilitation

March 5th, 2014

Clarifying Donor Intent and Exploring Strategic Philanthropy:

A private family foundation with a multi-generational board of approximately 30 trustees asked Intentional Philanthropy to conduct a retreat around clarifying donor intent and exploring the concept of strategic philanthropy. We interviewed ten living children of the donors, and conducted a national landscape assessment in one of the foundation’s largest giving areas in preparation for a 1 ½ day retreat weekend.  The trustees came away from the retreat knowing the values that were important to the donors in their giving, and having a greater understanding of the key components of a philanthropic strategy.  After the retreat, the Executive Director wrote: “I just wanted to express my heartfelt thanks for your skilled facilitation of our retreat!  I received many positive remarks about your in-depth preparation, industry knowledge, enthusiasm, and ability to incorporate multiple perspectives into the conversation and learning.” 


Education Strategy and Retreat Facilitation:

 A prominent Boston-based Foundation sought Intentional Philanthropy’s support in conducting a three day retreat for its independent board that included an assessment of the national K-12 education landscape. Intentional Philanthropy reviewed existing research and conducted interviews with national policy, education and nonprofit leaders. We mapped the hard data and key challenges present within K-12 public education, identified select strategies matching the foundation’s criteria, provided case examples of funder initiatives, organized site visits to high impact programs and highlighted high leverage funding opportunities for the foundation. Intentional Philanthropy was directed to create briefing materials, talking points and a written report that could be easily digested by a board with professional expertise outside of the education sector.

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