Client's Wish List
- Reflect on lessons learned
- Sharpen vision/goals
- Refresh strategy and approach
- Identify adjustments and need for additional human resources
- Lead talent search for new leadership
Services Dietel & Partners Provided
- Conducted interviews with founders
- Led reflection and planning retreat
- Clarified appetite for engagement
- Identified additional resources needed
- Assisted with building out foundation staff
- Led process for revamped grant-making strategy
Results for Client
- Deepened commitment to philanthropy
- Refocused strategy for grant making
- Increased joy from engagement
- New talent found and on-boarded at foundation
How We Can Help You
If you want to retain your anonymity and outsource your philanthropy, our services include strategic planning, customized grant-making, capacity-building, co-funding, stewardship and refinement.
If you want to learn how to become an effective philanthropist, we'll customize your education and experience until you're self-sufficient.
Multi-Generational Family Philanthropy
When the responsibility of philanthropy is shared among family members and generations, we deliver a positive process for its development.