- Designed
strategy to increase grant-making and community impact
for major community foundation
- Prepared
executive succession plan for family foundation
- Guided a
coalition of national professional associations to set
new goals, direction and action plans
- Developed
executive transition process for major foundation
- Developed
options for strengthening leadership in non-profits for
a council of community leaders
- Designed
methodology and tools to enable family foundation to preserve
values in grant-making across generations
- Identified
community service organizations as prospects for grant-making
initiatives
- Developed
the new vision and strategy for a regional museum to set
its new direction and prepare for fund raising
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- Facilitated
strategic planning, and the annual review of progress on that
plan, for an educational - archaeological non-profit
- Surveyed
on a national basis community foundations for trends concerning
Board and management
- Prepared
papers on the potential payback from collaboration among
regional grant-making organizations
- Re-engineered
the check-writing process for a grant-maker to reduce check-writing
cycle from over 45 days to 4 days.
- Provided
advice to a foundation "hit" by the stock market
decline about options for restructuring its fees and expenses
- Offered approaches
for grant-makers to convene community agencies for disaster
preparedness
- Developed
communications approach for community foundation
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