Strategic Planning

Change is exciting…but often uncomfortable.

Philanthropology offers strategic planning services for clients experiencing transformative change. We work with organizations during important milestones of leadership transition, programmatic expansion, contraction, mergers, etc. Our planning process is quantitative and qualitative; internal and external. Working with staff and Board leadership we conduct stakeholder interviews, survey the Board of Directors, and benchmark like-minded organizations to identify best practices for your organization. The data gathered is then carefully analyzed before key recommendations—developed in consultation with senior leadership—are delivered to our clients.

Clients fund strategic planning through their general operation funds, one-time contributions, or capacity building grants. Recently our planning process has been underwritten by grants from the California Community Foundation, the Ford Foundation, The James Irvine Foundation, and the David and Lucile Packard Foundation.

Laura Ferretti of Impact Philanthropy created the strategic planning process employed by Philanthropology today. She and Katharine DeShaw work as partners in conducting strategic plans for our clients.


Development Operations Auditing

Does your organization maximize its fundraising potential? Philanthropology offers audits of existing development systems, reviews of fundraising positions and duties, analysis of income and development-related expenses, etc. We advise on best practices in donor identification, cultivation, solicitation, and stewardship.

We help you build your fundraising operations through effective planning. Our goal is to ensure that you effectively meet and exceed your fundraising goals year after year.

Campaign, Annual Fund, Special Projects, and Crowdfunding Counsel

Philanthropology’s team brings decades of fundraising expertise to your organization. As staff leaders and chief fundraisers, we have led multi-million dollar record-breaking campaigns. As development consultants, we have provided counsel to our clients on annual fund, endowment, capital, and special projects campaigns.

We also provide crowdfunding coaching. With over $5 billion raised in 2013, crowdfunding is one of the fastest-growing sectors in philanthropy. We believe that every nonprofit should consider a crowdfunding strategy. We have helped hundreds of individuals raise funds successfully through online campaigns. We bring this unique experience to our clients allowing them to achieve success in this exciting new arena.