Social Impact Advisor
CurrentI have been an advisor, consultant and coach to philanthropists and nonprofit boards and CEOs for over 30 years. My clients are:• Passionate about advancing humanity and building a “vibrant and just society.”• Exceptionally curious and eager to challenge themselves.• Driven to expand their current perspectives of what is possible.• Clear that real change and paradigm shifts happen through informed risk and pushing conventional wisdom.• Excited about the power of leveraging diverse perspectives and working in collaboration to amplify great ideas.I work with:• Foundations• Donor circles• Individual and family philanthropists• Nonprofits• Social-benefit entrepreneurs• Board members• Executive leadership• Business owners who want to give backMy services:I work across every mission area, organization size, and stage of development. Generally, I provide value where the board and CEO are confronted with a complex situation, and don’t know how to best approach it. The most common “buckets” or names for my work include:Philanthropic Counsel• The earliest stages of thinking about “giving back”• Strategic giving• Grantee capacity building• Donor circles and funder collaborativesStrategic Counsel for Organizations• Vision and strategy development• Business model and org structure refinements• Growth planning and capacity building• Navigating critical inflection points and change management• Founder / CEO transitions and succession planning• Retreats, convenings, and team sessions• Collaborations, collective impact, and strategic alliances• Organizational design and restructuringAdvisory Services for Board Members, Founders and CEOs• Improved governance and governance redesign• Personalized coaching and resilience-building for leadersKeynote Speaking, Presentations, Education Sessions and Workshops