Maximize the Impact of Your Giving While Staying True to Your Vision and Values

Empowering Foundations, Philanthropists, and Impact Investors to Invest in Transformational Change Through Strategies Aligned with Your Mission and Driven by Measurable Results

Why Work With Us:

Values-Driven Impact

We work with you to design Theories of Change that align with your foundation’s core values and mission, ensuring every decision reflects the transformative change you aim to achieve.

Strategic Alignment for Results

Our tailored impact strategies help you prioritize initiatives that deliver measurable outcomes, staying true to your vision while maximizing the reach of your investments.

Adaptive, Long-Term Support

We provide ongoing guidance to refine your strategies as conditions evolve, keeping your investments aligned with your mission and driving sustainable, meaningful change.

How Impact Strategy Differs from Financial Strategy

While financial strategy focuses on managing and allocating monetary resources, impact strategy is about aligning your actions with your mission, values, and vision to create meaningful, measurable change in the world.

Impact strategy goes beyond the numbers—it’s about understanding the systems in which you operate, identifying opportunities to drive transformational change, and creating a roadmap to achieve sustainable outcomes.

Where financial strategy answers questions like “How do we maximize ROI?” or “Where should we invest?”, impact strategy focuses on questions like:

  • What change do we want our resources to create in the world?
  • How do we ensure we fund work that aligns with our unique values and vision?
  • What interventions interventions will drive the most aligned impact for our stakeholders and communities?

At its core, impact strategy integrates research, systems thinking, and stakeholder engagement to design programs and initiatives that balance short-term needs with long-term solutions. It’s about creating strategies that not only manage resources but also amplify your ability to make a lasting difference.

Unlock the secrets to making your giving truly transformative

Download our free ebook, "Top 7 Impact Strategies for Charitable Giving & Impact Investing," and discover actionable strategies to maximize your impact while staying aligned with your values, vision, and mission.

Whether you're a foundation, philanthropist, or impact investor, this guide will help you create meaningful, measurable change with your resources. Don’t just give—strategize for real, lasting impact.

Download Now

Our Packages

Foundation Package

For those starting their impact journey and seeking clarity.

ToC Essentials: Develop a foundational Theory of Change that maps goals, activities, and desired outcomes based on your preferred strategic approach from our Top 7 Impact Strategies). 

Basic Context Analysis: Research and analysis of the issue and landscape to identify key challenges and opportunities.

1:1 Consultation: One consultation session to refine the ToC and address initial questions.

Simple Action Plan: High-level recommendations for aligning potential causes or investment areas with impact goals.

You'll get a comprehensive Theory of Change to guide your strategic giving and investing. 

Strategy Builder Package

For those ready to align their resources and programs with a cohesive strategy.

Comprehensive ToC Development: Detailed mapping of goals, interventions, and expected outcomes.

In-Depth Context Analysis: Analysis of stakeholders, trends, and systemic challenges to inform strategy.

Impact Strategy Framework: Translation of the ToC into a practical, actionable strategy.

Workshops or Training: One tailored workshop to align teams or board members with the ToC and strategy.

Performance Metrics: Recommendations for tracking and evaluating impact.

Ongoing Support: Two follow-up consultations within 6 months of project delivery.

Your comprehensive Theory of Change will be developed into a strategy for implementation. 

Transformative Impact Package

For those looking for ongoing support monitoring and adapting their strategy to maximize their long-term impact.

Advanced ToC Development: Detailed systems mapping and identification of leverage points for systemic change.

Custom Impact Strategy Design: Tailored strategies that integrate advocacy, capacity-building, and community engagement.

Capacity-Building Support: Training sessions and tools to empower the client's team or partners.

Comprehensive Metrics Framework: Easily see how we are tracking metrics and adapting impact efforts.

Ongoing Strategic Advising: Quarterly strategy reviews and continuous support.

Collaboration Facilitation: Assistance with building partnerships and coalitions for greater impact.

You'll receive ongoing support for the duration of the retainer. 
If you're ready to turn your charitable giving or impact investments into truly transformative actions, I invite you to schedule a free consultation. We’ll discuss your goals, identify the best strategy for you, and design a clear plan to ensure your giving makes a measurable difference.
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