Let’s Talk About Your Goals

Not another cookie-cutter consulting package. I partner with you to uncover what’s already working, pinpoint missed opportunities, and co-create practical, purpose-powered strategies. Together, we’ll fine-tune your giving and community engagement so it drives both greater impact and business growth.

Every business’s giving journey looks a little different — but having a clear roadmap makes it easier. My 4-phase approach helps you discover where you are, clarify your goals, and take practical steps to make your generosity more focused, visible, and impactful.

The 4-Phase Approach to Purpose-Powered Growth

→ Clarify your goals and values so your generosity supports both your community & your company’s success.
     (Giving Impact Audits • Employee/Team Focus Groups)

PHASE 1: Discover & Align

→ Turn your giving into a repeatable, measurable strategy that drives results year-round.
     (Strategy for Good • Social Impact System Development)

PHASE 3: Strategize & Systemize

→ Share your impact with confidence and inspire others through your story.
     (Annual Community Support Reporting • Community Impact Page Review & Refresh)

PHASE 4: Communicate & Celebrate

→ Build authentic partnerships with nonprofits that align with your mission and create mutual benefit.
     (Nonprofit Matchmaking • Blueprinting Session)

PHASE 2: Connect & Co-Create

PHASE 2: Connect & Co-Create

PHASE 1: Discover & Align

Next, we move from understanding your giving to building authentic partnerships that make it even more meaningful.

We start by clarifying what matters most — your purpose, priorities, and where generosity fits into your bigger picture.

Turn scattered giving into strategic insight.

Giving Impact Audits

I’ll catalog your company’s community involvement — from donations and grants to volunteering, pro bono services, and cause marketing. Together, we’ll uncover patterns in your giving, identify the “why” behind your choices, and analyze both community and business benefits.

You’ll walk away with:

- A clear picture of where your generosity is going
- Insights into what’s working (and what’s not)
- Opportunities to align giving with your brand and goals

Perfect for: companies that have been giving informally and want to make it more intentional.

Your employees are the heart of your community work. Through facilitated conversations, I’ll help you understand what drives participation, uncover how team members view your programs, and capture their ideas for meaningful involvement.

You’ll gain:
- Insight into what motivates your team
- Fresh ideas to boost participation and pride
- Clarity on how giving strengthens culture and reputation

Perfect for: businesses that want to build buy-in and co-create their giving focus.

Employee/Team
Focus Groups

Engage your team in shaping your impact.


PHASE 2: Connect & Co-Create

In a half (or full) day facilitated session, we’ll bring your team together to connect values with action. You’ll identify your top cause area, set giving goals, outline ways to provide meaningful support, and clarify roles and promotion strategies.

You’ll leave with:
- A simple, actionable giving plan
- Clarity on priorities and next steps
- Team alignment and excitement

Perfect for: teams ready to make their generosity more intentional—without getting bogged down in complexity.

Design your giving roadmap in one powerful session.

With the right partners in place, it’s time to turn ideas into a focused, repeatable strategy that drives results all year long.

Blueprinting
Session

I’ll research and vet potential nonprofit partners aligned with your mission, assess fit and readiness, and introduce you to organizations where your support can make the biggest difference.

You’ll get:
- A curated shortlist of vetted, values-aligned nonprofits
- Clear recommendations on collaboration opportunities
- Warm introductions to top matches

Perfect for: companies ready to build authentic, long-term partnerships.

Find the right cause—and the right partner.

Nonprofit Matchmaking

PHASE 3: Strategize & Systemize

Finally, we make your impact visible — sharing your story with confidence and inspiring others to join you.

This is a deeper engagement to help you articulate your company’s why, define impact goals, set partner criteria, and design strategies for giving, marketing, and measurement.

You’ll get:
- A written “Strategy for Good” plan
- Defined purpose, goals, and partner criteria
- Recommendations for storytelling, tracking, and communication

Perfect for: companies ready to embed social impact into their business model.

Build a complete social impact strategy.

Strategy for Good

I’ll help you design an easy-to-manage system to track and measure your giving and community engagement. Together, we’ll define what to measure, set meaningful KPIs, and establish a process that fits your team’s capacity.

You’ll receive:
- A practical impact tracking framework
- Custom KPI dashboard or template
- Tools and processes to ensure consistency

Perfect for: businesses that want to show results and share their story with confidence.

Measure what matters.

Social Impact System
Development

PHASE 4: Communicate & Celebrate

Turn your year of generosity into a professional summary that highlights your company’s community commitment. I’ll help you organize your data, spotlight key wins, and craft language that feels authentic and aligned with your brand.

You’ll receive:
- A clear, concise annual impact summary or report
- Guidance on visuals, key metrics, and storytelling structure
- Messaging for your website, social media, or partners

Perfect for: companies that want to demonstrate results—without sounding boastful.

Show your impact with confidence.

Annual Community
Support Reporting

I’ll review or co-create your website’s Community or Giving page, helping you highlight your impact authentically and effectively.

You’ll walk away with:
- A polished outline or content draft
- Visual and messaging ideas that reflect your brand
- A page that builds trust and visibility

Perfect for: businesses ready to share their story in a way that inspires customers, partners, and peers.

Each phase builds momentum toward a giving approach that feels authentic, organized, and impactful — for your cause and your company.

Make your impact visible.

Each phase builds momentum toward a giving approach that feels authentic, organized, and impactful — for your cause and your company.

Community Impact Page
Review & Refresh

Let’s make your generosity work smarter.

If you’re ready to move from good intentions to measurable, meaningful results, let’s talk about what that looks like for your business.

Not quite ready to dive in? Join The Generosity Effect newsletter for monthly inspiration and strategies to help your giving create greater community impact and business growth.


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