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"I spent years and tons of money spinning my wheels in philanthropy. The minute I started working with Lisa, I started making a much bigger difference. Everything became easier and fun and focused. Wow." --donor

Speaking the truth about philanthropy.

 


As a philanthropic family, individual, or foundation, would you like to…

  • Clarify your philanthropic mission and program areas?
  • Find more effective grantees or achieve more tangible community impact?
  • Launch an entirely new program area?
  • Leverage money for your causes with other donors?
  • Evaluate the results of your past giving — so you can change direction as needed?
  • Work more smoothly as a family or organization?
  • Change the board composition or the division of labor?
  • Resolve donor dilemmas: How do you gain expertise? Do you give anonymously? How do you provide information to the public? How do you say no?

Philanthropy Vision can:

  • Facilitate meetings, retreats, or conference calls [click here for wilderness retreats]
  • Lead you through a mission/vision clarification process
  • Research new program areas or grantees — particularly, under-funded opportunity areas and international giving
  • Manage your grantmaking — or mentor a family/staff member to do so more confidently
  • Clarify roles — resulting in more collaborative giving and positive experiences by all participants
  • Connect you to other donors and experts
  • Strengthening decision-making processes and governance structures
  • Offer one-on-one life/work coaching for individual staff, trustees, or family members



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