Services Provided

Coaching, Training & Workshops
Philanthropy Associates offers skill-based, highly interactive programs for trustees, executives and managers on topics such as: engaging the next generation, decision-making and leadership, managing change, role clarification, meeting management, effective communication, family and group dynamics and conflict resolution. These tailored training courses combine leading-edge organizational effectiveness theory with carefully selected experiential activities. We offer personalized coaching to help clients define concrete personal objectives and identify and overcome any obstacles to achieving their leadership and philanthropic goals. Workshop topics include:

  • Clarifying Decision-Making
  • Stages of Organizational Development
  • Inspiring the Next Generation
  • Articulating a Family’s Culture of Giving
  • Conflict Resolution: A Pathway to Agreement

Identifying Priorities for Giving
Philanthropists often struggle with determining how to focus their giving, as well as how to say “no” gracefully to lower priority projects and organizations. Philanthropy Associates has developed an easy, step-by-step approach to ensure that you have a giving plan that is clear, realistic, aligned with your core values and can achieve the philanthropic impact you desire. We have adapted this approach to work with individuals, families and foundations to prioritize areas of interest and to identify projects and specific organizations to support. Our goal is to help philanthropists create a road map for their giving, providing a long-term perspective on where and how they can be most effective.

Program Design & Evaluation
Most foundations that achieve their desired objectives have carefully designed grantmaking programs that focus giving on clear targets. Philanthropy Associates helps create integrated grantmaking programs that are consistent with the foundation’s values, easy to implement, and as flexible or structured as the Board of Directors desires. We also incorporate evaluation tools at the outset to measure the impact of the foundation’s philanthropy and help determine where adjustments are necessary. A program evaluation can be as simple as conducting confidential external stakeholder interviews, or it can involve more detailed analysis – including examining whether projects and programs have achieved their stated goals and how they performed compared to similar initiatives. We also conduct interactive, facilitated sessions that bring grantmakers and grantees together to examine progress and gather lessons learned for the future.

Meeting and Retreat Facilitation
Impartial, skilled facilitation is often the key to effective meetings and successful outcomes. Our facilitators help groups reach higher quality decisions in less time, with less conflict, and help create an environment where difficult issues can be handled candidly. Philanthropy Associates plans and facilitates retreats that clarify the organization’s values, mission, vision and program strategy, and helps develop appropriate operational plans to achieve the desired philanthropic impact. Our facilitators help board and staff members use time efficiently, so that the ‘retreat’ is a genuine ‘advance’ for the organization.

Strategic & Business Planning
A good strategic plan aligns all stakeholders around a common, focused set of goals. Philanthropy Associates facilitates organization-wide strategic conversations to build realistic strategic plans that clarify program priorities, reflect core values and unify intent. Through firsthand observation and interviews with trustees and staff, we identify impediments to carrying out the strategic plan and help create appropriate operational solutions. Philanthropy Associates also conducts anonymous surveys of grantees, community members, peer organizations and other external stakeholders to provide honest feedback on how the organization is perceived, where it is making a difference, and how it might improve its operations. For organizations that need a business plan to structure and prioritize efforts, Philanthropy Associates works with each client to develop a custom-designed plan that incorporates the unique qualities of the organization and the special conditions of the nonprofit sector in which the organization operates – elements that are often lost in standard business plans that rely on for-profit templates.