Action
We facilitated a series of conversations with the board to explore the internal workings of the foundation, family dynamics, as well as external environmental shifts that were impacting the foundation’s work. These discussions allowed the family to gain new clarity on the mission of the foundation, its grant-making parameters and what they wanted in terms of family involvement. Once we established the foundation’s larger purpose and specific goals, we identified the exact skills, experience, attributes and personalities that would be needed to achieve that desired vision.