WE BELIEVE
- Foundations are increasingly challenged to create a greater impact as the severity of causes escalates.
- Foundations will need to maximize their investments by aligning and aggregating the ecosystem around related causes and services.
- Portfolio investing significantly improves outcomes by balancing immediate and long-term needs.
- The evaluation of investments will increasingly be based on new criteria that will maximize impact by solving root causes verses meeting the scale of downstream effects.
- Nonprofits will be evaluated based on their sustainability and foundations will create new models of supporting and tracking non-profit sustainability.
- Diversification and use of assets are critical to the sustainability of nonprofits.
- The level of foundation and industry CSR/ESG partnerships is increasing to provide stronger executable solutions.
OUR CLIENTS
Foundations that are looking to play a transformational difference in their ecosystem and for the causes they are supporting.
NAVIGATING KEY OPPORTUNITIES
Diversification across tiers of causes
There are many levels of tiers of causes from social community needs all the way up to global grand challenges. The highest impact can only be achieved if an investment fund-raising and investment strategy that integrates across multiple tiers of related concerns.
We work with foundations and industry CSR/ESG teams to map related concerns across the ecosystems of investors and investees to target both cause and symptoms of the need.
Investment portfolio alignment
Investment and fund-raising strategies must also look at the spectrum of related and adjacent causes and find mutual cross-over points for co-investment with other foundations, grants, and industry CSR/ESG programs.
We help create investment planning surround the primary causes with a broad base of related and adjacent investors and execution partners.
Foundation and industry CSR/ESG collaborations
Foundations and industry CSR/ESG teams have many new opportunities to work together to drive coordinated investments, execution, and impact. Both need to build new capabilities to operate together in an integrated venture. New planning, communications, metrics, processes, and governance will be needed for effective operations.
We work with foundations and industry CSR/ESG teams to identify potential partnerships, align support of shared goals, and create an effective integration between the collaborating organizations for maximum impact.
Strengthening non-profits potential to create impact
Giving is an amazing aspect of progressive societies. There is an increasing opportunity for leading foundation and industry CSR/ESG groups to strengthen the non-profits they are giving to and increase their effectiveness and sustainability. New capabilities are needed to provide an increased level of support to non-profits. Some examples including training, benchmarking, certification programs, shared services, and board development.
We help these leading organizations develop a roadmap for incremental capability development to create these support services.
Building ecosystem leaders and partners
Working across a more diversified portfolio of related causes and cross-tier integrations creates many new leadership roles in the ecosystem. Developing leaders roles are needed to work across the ecosystem and build new assets like networks and influence with other organizations. Internal leadership roles are needed that span board governance to operational roles of new systems and capabilities.
We work with foundations and industry CSR/ESG to define new leadership opportunities that will drive initiatives forward towards increasing influence and impact.
Knowledge management and decision support systems
New metrics and measurements are required to realize many of the strategies mentioned above. Two key areas that progressive organizations are developing are knowledge management and decision support systems to better support the team and the leadership.
We work in collaboration with teams to identify key metrics and measurement points to create the information necessary to make knowledge management and decision support systems effective.
Intentional Innovation 