STEP 1: DEFINING PURPOSE

Our Process Begins by
Meeting You Where You Are.

Some clients arrive with a defined problem they are ready to solve. Others have spent a career supporting a wide portfolio of programs. While others are new to philanthropy and ready for an exploration of causes, needs, and opportunities.

Together we will explore questions so that we can understand:

What keeps you up at night?
What values do you hold most dear?
What wakes you up in the morning?
What does philanthropic success look like?
Is there a community you care deeply about? A nation? An illness? A cause?
What’s on your bucket list?
Who inspires you?
If you could wave a magic wand, what would you change?

STEP 2: STRATEGY & RESEARCH

A Seasoned Team and an Unparalleled Network.

We have built a seasoned research and strategy team with real-world experience capable of understanding, analyzing, and communicating clearly on any area of focus that our clients may wish to learn more about.

Our internal team is plugged into an extensive network of scientists, doctors, icons, CEOs, deans, journalists, change-makers, and leaders — those with a front-row seat and a 30,000 foot view.

Together we work to understand a topic deeply and we compile our findings into an Ecosystem Landscape Report which includes topics such as:

Key Statistics, Overview & History
Insights From Subject Matter Experts
Nonprofits & Organizations
Areas of Need & Areas of Opportunity

MEET OUR TEAM & EXPERTS

SEE SAMPLE ECOSYSTEM LANDSCAPE REPORTS

STEP 3: BIG IDEAS

And We Do Mean BIG Ideas.

Let’s build a fly fishing lodge in Montana where disabled veterans can go to heal.

Let’s work to end to childhood drowning by educating thousands of pediatricians and millions of parents.

Let’s put Lady Gaga and the Dalai Lama on stage together to raise awareness of kindness.

Let’s use AI to help the formerly incarcerated and increase second chance employment at scale.

Let’s build a cohort of eco-projects from across the planet to save under represented species.

STEP 4: ACTION PLANNING

Plan the Work.
Work the Plan.

With big ideas in hand, we shift into a strategic Action Planning process to build a roadmap that is goal-oriented, measurable and tangible.

Client goals are articulated. Expectations are set. All team members, partners, and collaborators are aligned around:

Goals
Strategies
Intended Outcomes
Timeline
Budget (It’s worth noting, we do not determine our clients’ budget. Clients set their own budget based on a shared understanding of scope, scale, geography and other factors.)