Research & Strategy
Sampson Foundation
A foundation board looking to evolve a generational legacy and move toward strategic impact. Learn more.
Client Experience
Foundation Management
Solon E. Summerfield Foundation
A foundation with decades of history narrows its grantmaking focus and optimizes their impact through outsourced management services. Learn more.
Family & Board Engagement
Mead Family Foundation
A family foundation board engages new voices in creative ways while embarking on a strategic grantmaking process. Learn more.
Family & Board Engagement
Marion I. and Henry J. Knott Foundation
A large family board explores donor intent, strategic philanthropy, and community needs through retreats and landscape assessments. Learn more.
Retreat & Meeting Facilitation
Lynch Foundation
A foundation sought an assessment of their grantmaking focus, the surrounding landscape, and potential strategies for impact, and reviewed the analysis at a facilitated board retreat. Learn more.
Retreat & Meeting Facilitation
Frey Foundation
A foundation board explores various grantmaking models and creates a plan to move forward. Learn more.
Retreat & Meeting Facilitation
Solon E. Summerfield Foundation
A foundation with decades of history has successful retreats to narrow its grantmaking focus, begin succession planning, and build grantmaking strategy. Learn more.
Successful Transitions
Steinman Foundation
A newly merged foundation develops an effective strategic plan with key grantmaking focus areas and streamlines internal operations to build staff capacity for long-term impact. Learn more.
Successful Transitions
Harman Family Foundation
After the passing of its donor, this foundation developed a strategic plan and roadmap for the current board, ultimately laying the groundwork for the inclusion of new voices and more focused giving. Learn more.
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