Our unveiling of the “fault-lines” led to a relationship of much deeper trust with the grantee, and helped them to focus on those ventures that created the most “bang for the buck” with their funding.
Through our previous work with funding circles, we knew about the challenges of bringing different groups of people behind a common goal. Doing so with members of a family, however, is an [...]
Other external service providers working for foundation may not always like our advice, but we always strive to put the interests of our clients first.
We learned that the financial management of one of our grantees needed immediate improvement. Learn how we tried to work with the organization to improve its operations and the impact it could create.
Embedding inside a family office allowed our client to focus on the larger strategic decisions at hand instead of worrying about the day-to-day work of her foundation.
