How do funders generate measurable social, environmental, and development impact, maintain financial discipline while making the greatest progress?
With the right portfolio and investment approach.
AND the right advisor.
Learn about my Smart Capital Strategy Support program.
Who is it for?
Funders seeking a balanced portfolio that achieves social, environmental and/or global development impact along with potential for financial return.
What do you get?
Extensive review of existing portfolio and alignment summary (ie how does portfolio fit existing investment/funding criteria, what’s missing, how is portfolio similar, what’s different? Is there a through line?)
Recommendations made of additional organizations to add to the portfolio.
Guidance on funding/investment methodology to achieve impact and financial goals of portfolio and recommendations on how to deploy.
Be in the “know” when it comes to investing in the right type of programs, and deploy the proper funding and investment mechanisms for impact.
Now is the time to scale bold, thoughtful approaches to investment and action to support a thriving future for our planet and its people.
In this video, I discuss how philanthropy can move beyond traditional grant making, by incorporating innovative financing mechanisms and more flexible forms of capital.
The discussion highlights the challenges created by siloed funding approaches and offers practical insights into aligning philanthropic and investment strategies for greater long-term impact.
Transcript available here.
What People Are Saying…
I’m incredibly grateful for your partnership. Because of you, we can now truly operationalize our grants and incentives globally, which is a meaningful step forward, and something I’ve learned a great deal from.
Emily W.
Thank you for sharing your great talents with us and I will continue to rely on your expertise and guidance as the journey continues.
Jim S.
It is easy to feel hopeless in [this funding] world, and you really lit a spark that you believe in our work. It's just a matter of clearly communicating our impact and finding the right partners.
Kathryn R.
Your tools and templates are GOLD! Thank you for the good work you do and for sharing your very specific and very helpful resources.
Nicole P.
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