strategy consulting. Whether through a full engagement or a day-long strategy retreat, we help you commit to and act on the small set of integrated choices which will allow your organization — non-profit or for-profit — to be distinctive and indispensable.
due diligence. David Packard observed that “more businesses die of indigestion than starvation.” Establishing a new organization, or adding substantially to an existing one, is almost always more complicated than it appears, and the cost of poor decisions can be high. Before you commit your resources, we evaluate the proposed organization’s or initiative’s coherence, distinctiveness, and potential to attract the support it will require.
crisis management. Non-profit organizations experience the same risk and volatility as any for-profit business. We assist you in stabilizing the organization and managing its reputation while building for the future.
interim & start-up executive management. Whether an organization is preparing to launch or experiencing an unexpected change in leadership, a board of directors may be tempted to select new senior managers too quickly. We provide interim or start-up leadership, an independent assessment of the organization, and executive search, giving the board the time and assistance it needs to choose the best leaders for the organization.
SERVICES FOR MISSION-DRIVEN ORGANIZATIONS
SERVICES FOR PHILANTHROPISTS & FAMILY OFFICES
strategy consulting. Half of high-net-worth individuals (hnwi) do not have a giving strategy or budget, and nearly this proportion acknowledges that they have difficulty determining their giving priorities. Our one-day, five-part strategy retreat provides philanthropists and family offices with the necessary foundation for clarifying, focusing and evaluating their giving.
​
due diligence & sourcing. Over half of hnwi do not know whether their gifts
have accomplished what they intended, yet a large majority of all hnwi evaluate the organizations they support based mainly on what the organizations say about themselves. Whether you are considering a new major gift or evaluating a gift already made, PROSPERA does the analysis of an organization’s strategy, finances, management, and results that will enable you to make informed decisions. We will also identify and evaluate new potential recipients based on your strategy and priorities.
SERVICES FOR WEALTH ADVISORS
A large majority of wealth advisors who serve high-net-worth individuals (hnwi) report that their clients want philanthropic advice beyond what the advisors believe they can provide. By working with PROSPERA, wealth advisors can broaden their services on favorable terms while strengthening their relationship with clients.
​
strategy consulting. Only 4 percent of hnwi consider themselves experts on charitable giving. Our one-day, five-part
strategy retreat, which will take place wherever the wealth advisor chooses, enables participants to clarify and focus their giving.
​
due diligence & sourcing. For hnwi considering a new major gift or wishing to assess a gift already made, we will evaluate, as directed by the wealth advisor, an organization’s strategy, finances, management, and results. We will also identify and evaluate new potential recipients.
SERVICES FOR FOUNDATIONS & DONOR-ADVISED FUNDS
the analysis of an organization’s strategy, finances, management, and results that will enable truly informed decisions.
​
crisis, interim, & start-up executive management. Whether a philanthropy is preparing to launch or is experiencing a serious crisis, a board of directors may be tempted to act too quickly. We provide interim leadership, an independent assessment of the philanthropy, reputation management, and executive search, giving the board the time and assistance it needs to choose what is best for the organization.
strategy consulting. Whether through a full engagement or a day-long strategy retreat, we help you commit to and act on the small set of integrated choices which will allow your foundation or donor-advised fund to be distinctive, focused, and effective.
​
due diligence & sourcing. For foun-dations seeking an independent evaluation of current or proposed major or “venture” grants, or donor-advised funds wishing to assist account holders in identifying and evaluating recipients, PROSPERA does