For Foundations
Strategy and Administration
Foundation administration management
Collaboration with family office and other advisors
Leadership
Leadership to facilitate strategic planning
Short-term or Interim organizational management
Project management
Engagement
Manage relationships with nonprofit organizations
Direct efficient, effective planning and execution of grant making
Summarize results from grants to create new strategic plans
For Individuals/Families
Define Plans and Manage Operations
Guidance to create a philanthropic mission, legacy, and goals
Facilitation of family meetings
Research and review of family interests
Development of philanthropic outline and plans
Community Engagement
Coordination with nonprofit organizations
Discretion to provide a level of privacy as requested
Process, evaluate, and track grant-making to demonstrate impact
For Nonprofit Organizations
sustainable fund development
Fundraising and legacy plan coaching
Coaching for leadership (board and staff)
Strategy to build a dynamic board
Design or update the board orientation process
“With Leslie’s invaluable guidance, we were able to launch our long-awaited planned giving initiative. Her expertise and insights gave us the tools we needed and will carry us long into the future.”