Area of Expertise

Enhancing family philanthropy

For many, identifying social issues that resonate personally is the easy part; building the strategy, relationships, and due diligence process to get there is much harder. I work closely with individuals and families on identifying their passion, mapping a grant strategy, connecting with nonprofits, and executing due diligence to maximize their giving. Along the way, I collaborate with families to discuss and create the governance and structure needed to pursue their goals. Lastly, I have extensive experience working with families to sunset, scale-down, or merge their philanthropic projects.  

Maximizing the impact of Millennials and Generation Z

Many foundations, corporations, and nonprofits know they need to more effectively engage younger generations in their efforts but don’t know how to adapt their current work to get there. I work with foundations, corporations, and wealth managers on strategies to engage young adults and emerging leaders in philanthropic efforts through training, program design, and evaluation. Simultaneously, I partner with nonprofits on building a strategy to connect with emerging leaders and move them from volunteer to donor to true ambassador and advocate for each organization.

Building community participation in philanthropy

Many foundations struggle to engage more community members in their grant process. I support foundations to pilot and evaluate participatory grant processes, connect with experts in the field of participatory philanthropy, and build models to receive authentic and ongoing feedback from the communities they aim to serve.

Maximizing fundraising performance through development planning and the coaching of staff and boards

Nonprofits know how crucial the retention of the right development and executive staff is to their efforts to deliver on their mission. I have extensive experience providing coaching to development staff, Executive Directors, and boards to maximize fundraising performance and reduce turnover. I also work with nonprofits to build sustainable development plans to support growth and to successfully raise funds during challenging economic times.