Individual donors, families, and corporate giving programs have benefited from Dalene Bradford's expert guidance for over 15 years. Donors count on her skills to simplify the business aspects of philanthropy. This allows them to focus on the enjoyment of giving and the rewards that come from active charitable involvement.
Set a philanthropic direction
- Explore and clarify personal values and charitable giving goals.
- Develop a personal giving plan, including mission, vision and priorities.
- Assess organizational needs; develop an appropriate governance structure and operation plan (including succession plan).
- Advise on strategic giving strategies.
- Facilitate board, family or advisory meetings; conduct board retreats and planning sessions.
Design and implement programs
- Develop and implement a program to carry out the vision or interests of the donor.
- Research interest areas; identify critical issues, key needs and philanthropic opportunities.
- Ways to leverage giving to enhance outcomes.
- Create evaluation approaches to measure results and determine needed mid-course corrections.
Grant management and administration
- Develop a grant-making process; revise or assess existing grant making approaches.
- Prepare grant reports for donor (or baord) consideration.
- Prepare guidelines, reports, communications and other material for the grant-making process.
- Convene and facilitate meeting with grantees, manage grantee communications.
- Provide grant-making training for board or staff.
Communications
- Write success stories or annual report content.
- Develop reports on nonprofit issues or trends.