Dalene has a range of experience working directly with foundation boards, from facilitating their formative stages to carrying out established grant-making processes and evaluation. Familiar with all aspects of foundation operations, she can provide a range of services at strategic points in a foundation’s life.
Set a philanthropic direction
- Explore and clarify values and goals.
- Develop giving guidelines, including mission, vision and priorities.
- Assess organizational needs; develop an appropriate governance structure and operational plan.
- Advise on strategic giving strategies.
- Facilitate board meetings; conduct board retreats and planning sessions.
Grant management and administration
- Develop, revise or assess a grant-making process.
- Prepare grant reports for donor (or board) consideration.
- Prepare guidelines, reports, communications and other material fo the grant-making process.
- Convene and facilitate meetings with grantees.
- Provide grant-making training for board or staff.
Design and implement programs
- Research priority areas; identify critical issues, key needs and philanthropic opportunities.
- Identify practical, resource-appropriate models and approaches to address priorities.
- Design and implement program or initiative evaluations approaches that measure results and assess needed mid-course corrections.
Communications
- Write success stories or annual report content.
- Develop reports on nonprofit issues or trends.