CASE STUDY 05

Resource
Enhancement

 
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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
 
 
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Services Dietel Pickering & 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

 
 
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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

Full-Service Philanthropy

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.

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Strategic Advisory Partner

If you're interested in participating actively in your philanthropy, but lack the time to dedicate to it, we offer seasoned expertise to lead you.

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Philanthropist-In-Training

If you want to learn how to become an effective philanthropist, we'll customize your education and experience until you're self-sufficient.

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Multi-Generational Family Philanthropy

When the responsibility of philanthropy is shared among family members and generations, we deliver a positive process for its development.

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Resource Enhancement

If your established foundation wants to reimagine how it can create even greater impact, we can help you leverage your efforts.

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