Philanthropy

California Health Care Foundation

Designed and facilitated a reflection and planning process for one team within the foundation that resulted in a new team name (i.e. Advancing People-Centered Care), a shared vision and purpose for the team, and new strategies to support more collaboration among, and beyond, the team.
Supported a process to identify and prioritize problems and potential solutions for the Access to Primary Care team to address with new Bodies of Work.

CARESTAR Foundation

Designed and facilitated a strategic planning process to establish the purpose, goals, and strategies of a new foundation focused on improving California’s emergency response system using a race equity lens.

Community Foundation Sonoma County

Conducted extensive research on disaster philanthropy and local community needs to help inform the development and administration of a multi-million dollar fund to help low-income communities in Sonoma County recover and rebuild after the devastating wildfires in October 2017.

CS Fund

Provided program team facilitation to identify opportunities to collaborate across four distinct program areas. Provided recommendations for new structures and processes to support deeper collaboration and greater collective impact.

Disability Communications Fund

Built capacity of a new foundation to streamline grantmaking processes, strengthen Board capacity and focus funding priorities for greater impact.

Grantmakers for Effective Organizations

Conducted extensive research (literature review and key informant interviews) on funder collaborations and wrote a thorough paper to inform a future publication and national conference on the topic.

Lucille Packard Foundation for Children’s Health

Designed and facilitated a strategic planning process to clarify the grant program’s goals and strategies.

Marin Community Foundation

Metta Fund

Supported a cross-sector collaborative that planned and implemented a series of virtual meetings in 2020 to inform the funder community about key issues and opportunities that impact older adults (referred to as Aging Intersections: A Funder Network).
Designed and facilitated a process to support a funder collaborative focused on addressing social isolation among economically insecure older people living in San Francisco.
Synthesized previous assessments, key decisions, and current grant making processes into one document to support the organization’s evolution and decision-making.

Pacific Foundation Services

Facilitated a significant refresh of grant funding priorities for well-established family foundation.

Sand Hill Foundation

Facilitated an evolutionary process that resulted in a Theory of Change which guides the foundation’s funding decisions related to adolescent mental health

West Marin Fund

Designed and facilitated two housing coalition meetings to help the diverse group of stakeholders align on next steps needed to implement recommendations based on extensive research on the need for safe, affordable housing in West Marin County, California.
Designed and facilitated the foundation’s first grantee convening to identify opportunities to leverage local resources and strengthen cross-sector partnerships.