Successful Transitions

Utilize our expertise to help you navigate change – new leadership, new voices, more assets – and come out the other side focused and energized.

Ask yourself:

  • Do you need a strategy to successfully pass the board responsibilities to the next generation?
  • Could you use extra support and expertise to ease a staffing change?
  • Are you just getting started?
  • Will you be ramping up or spending down your assets?

Learn more about our Successful Transitions Services:

Succession planning

Strategy, policy and implementation work around integrating new voices such as the next generation or non-family members, or planning for board leadership transitions.  

Executive leadership transitions

Support and coaching through executive director role transitions to ensure the board feels supported and the day-to-day work is getting done.  

Structure changes

Planning for effective mergers, splits, or other changes taking into consideration the impact on foundation governance, administration and grantmaking.

Asset transitions

Strategic planning and implementation support around significant asset changes of ramping up or spending down.

Client Stories

Steinman Foundation

A newly merged foundation develops an effective strategic plan with key grantmaking focus areas and streamlines internal operations to build staff capacity for long-term impact.

Harman Family Foundation

After the passing of its donor, this foundation developed a strategic plan and roadmap for the current board, ultimately laying the groundwork for the inclusion of new voices and more focused giving.

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