Case Studies and Reports

Established a pooled fund for company employees

When a local company was purchased by a large national corporation, a leader in the company had the idea of keeping the culture of the original company alive by creating a philanthropic vehicle ... more

Set direction for new family foundation

A large privately-owned corporation recently sold one of its businesses.  As a family-owned business, the board of the corporation decided to keep $25 Million of the sale proceeds in a pool for the family’s philanthropy... more

Provided interim staffing needs

A large publicly-owned company with a well established community relations program lost its director and had not been able to find a replacement for more than two years. During that time there had been major changes at the company...more

Developed exit strategy for corporate foundation program

A corporate foundation needed an exit strategy for a costly, complex and long-running community project...more