1. For What Purpose?

All philanthropy is rooted in human values and beliefs, even philanthropy based on multi-layered strategies and outcome measures. It helps to re-examine those values and beliefs over time. They define a culture of giving, and as Peter Drucker noted, culture eats strategy for breakfast. I help clients:

  • Discern values and beliefs, both private and public, and their assumptions about the best levers for getting things done.
  • Balance differing purposes of founder legacy, board and staff vision, family and other stakeholder involvement, and changing community needs and opportunities.
  • Develop shared statements of values, vision, mission, and desired impact.
  • Research and frame needs and opportunities in an issue area.

Example word cloud of a family’s values