Experienced judgment for consequential investment.
Through OCG Philanthropy, I advise foundations, corporate social impact teams, philanthropic intermediaries, and public-sector initiatives on the decisions behind effective community investment.
I bring experience carrying the responsibility: managing portfolios, designing programs, building partnerships, and working through implementation. Engagements focus on clear priorities, a defined scope, and work an organization can put into practice.
Philanthropic strategy and portfolio direction
For organizations setting or refining their giving priorities. Define investment objectives, funding approaches, decision criteria, and portfolio alignment. Translate institutional commitments and community insight into a practical direction for grantmaking.
Community informed initiative design
For teams developing a new initiative or restructuring an existing program. Design listening and advisory processes, establish program objectives and funding pillars, and map implementation, capacity-building, and evaluation needs.
Fractional philanthropic leadership
For teams that need experienced leadership during a transition, launch, or defined period of delivery. Provide scoped support for program-officer responsibilities, portfolio oversight, due diligence, funding recommendations, and partner engagement.
Strategic partnerships and community engagement
For initiatives that depend on multiple institutions working together. Identify and engage partners, clarify shared objectives and responsibilities, and design convenings and community engagement that inform action.
Impact learning and communications
For organizations seeking a clearer understanding of their work and its results. Align indicators, community feedback, learning questions, and reporting. Translate complex initiatives into useful briefings, impact narratives, and executive communications.
Start with the decision you need to make
Share your organization's priorities, the challenge or opportunity, and your anticipated timing. We can determine the scope and form of engagement that fits the work.
Discuss an Advisory Engagement