Purpose & Pathway
Philanthropy Strategy for Individuals & Organizations
Ideal for: Clients clarifying their philanthropic focus and goals
What’s Included:
Values-based philanthropy assessment
Cause and focus-area alignment
Community needs analysis
Giving strategy across time, talent, and resources
Short- and long-term impact goal setting
Results You Can Expect:
A clear philanthropic direction that aligns values with action and impact.
Customization: Adaptable for individuals, family foundations, and corporate giving programs.
Impact by Design
Strategic Philanthropy & Community Engagement Planning
Ideal for: Organizations seeking more strategic and visible community impact
What’s Included:
Everything in Purpose & Pathway
Signature initiative or program development
Partnership and sponsorship strategy
Employee or volunteer engagement alignment
Community event list for volunteer participation
Results You Can Expect:
A cohesive philanthropy strategy that strengthens brand trust, community relationships, and employee engagement.
Customization: Tailored for CSR programs, ERGs, nonprofits, and mission-driven companies.
Philanthropy as a Platform
Long-Term Philanthropy & Community Leadership Strategy
Ideal for: Organizations committed to sustained, measurable impact
What’s Included:
Multi-year philanthropy roadmap
Governance and decision-making frameworks
Impact measurement and reporting tools
Alignment with ESG, CSR, or DEI goals
Leadership and board advisory sessions
Results You Can Expect:
A scalable philanthropy strategy that positions your organization as a trusted community leader.
Customization: Designed to scale with organizational growth and evolving priorities.