Thoughtful Strategy for Leaders Ready to Move Beyond Reactive Giving
There’s no one-size-fits-all approach to community investment—and that’s intentional.
The work I do with leaders is grounded in clarity, alignment, and real-world decision-making. Whether we’re refining an existing approach or starting fresh, the goal is the same: to help you make confident, defensible choices about where and how your organization engages with the community.
This work is collaborative, practical, and designed to respect both the complexity of communities and the realities of running a business.
How I Typically Work With Leaders
Rather than offering a long menu of services, I focus on a small number of high-impact ways to engage, depending on where you are and what you need most right now.
Executive Briefing
A focused introduction to strategic community investment
This is often the best starting point.
The Executive Briefing is designed for leaders who want a clear, grounded understanding of:
- Why reactive giving creates confusion and missed opportunities
- What a more intentional, business-aligned approach looks like in practice
- How other leaders are rethinking community investment without overcomplicating it
The briefing provides a shared framework and language—useful for individual leaders, leadership teams, or boards.
Strategic Advisory
Support for leaders navigating real decisions
For leaders who are ready to go deeper, I offer advisory support focused on questions such as:
- How do our values and business priorities actually show up in our giving?
- Where should we focus—and what should we decline?
- How do we make this work understandable internally and externally?
This work is not about producing a glossy plan.
It’s about helping you think clearly, ask better questions, and make choices you can stand behind.
Engagements are customized based on your context, goals, and constraints.
As needed, I bring in trusted specialists to support specific aspects of the work—while remaining your primary strategic partner throughout.
Targeted Strategy Sessions
A practical way to get unstuck
Sometimes what’s needed is not ongoing advisory support, but a well-designed conversation.
These sessions are useful when you want to:
- Pressure-test an idea or direction
- Prepare for a board or leadership discussion
- Sort through competing priorities or requests
You’ll leave with sharper clarity and concrete next steps—without taking on more than you need.
A Good Next Step
If you’re curious whether this work is a fit, the best place to start is a short conversation.
We’ll talk about where you are, what’s prompting the question now, and whether it makes sense to work together.