PHILANTHROPIST AND FOUNDATION OFFERINGS:
Philanthropy has a long history and a vibrant community today. Strategy for Scale's work is rooted in the idea that there is much to learn from the past and much yet to be crafted from the ever-changing context of today's social challenges. Engagements always begin from a place of compassion, believing that anyone attempting to achieve social impact at scale deserves space to learn, hypothesize, iterate and explore. Within that environment, it is our job to provide examples, frameworks, case studies and connections to help further the potential for any strategy to succeed. Offerings include:
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Sample Client Engagements:
New Philanthropist (name kept confidential).
Created a series of engagements to help new individual philanthropists develop their approach to giving. This included devising and leading a set of philanthropy "tutorials", facilitated discussions to enable the client to work through their interpretation of what was shared, and support in creating a strategy and plan to begin giving.
New Profit, Inc.
Conducted a broad feasibility study in order to make a recommendation on a strategic direction for the venture philanthropy company. Partnered with the Chief Development Officer and Managing Director to determine goals and objectives for the potential growth opportunity, surveyed stakeholders to determine opportunities and obstacles and created a final recommendation based on learnings. Facilitated two-day meeting with the management team to discuss findings.
Sobrato Family Foundation.
Authored a thought piece on new donors based on primary and secondary research for a convening of CEOs based in Silicon Valley who represent a diverse set of philanthropic entities. Partnered with the CEO of Sobrato to create an informative piece to provoke a conversation among many leaders who are colleagues, friends, mentors and representatives of this new cohort of donors.
New Philanthropist (name kept confidential).
Created a series of engagements to help new individual philanthropists develop their approach to giving. This included devising and leading a set of philanthropy "tutorials", facilitated discussions to enable the client to work through their interpretation of what was shared, and support in creating a strategy and plan to begin giving.
New Profit, Inc.
Conducted a broad feasibility study in order to make a recommendation on a strategic direction for the venture philanthropy company. Partnered with the Chief Development Officer and Managing Director to determine goals and objectives for the potential growth opportunity, surveyed stakeholders to determine opportunities and obstacles and created a final recommendation based on learnings. Facilitated two-day meeting with the management team to discuss findings.
Sobrato Family Foundation.
Authored a thought piece on new donors based on primary and secondary research for a convening of CEOs based in Silicon Valley who represent a diverse set of philanthropic entities. Partnered with the CEO of Sobrato to create an informative piece to provoke a conversation among many leaders who are colleagues, friends, mentors and representatives of this new cohort of donors.