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| Creating Focus |
| Short Term Consulting |
| On-Going Consulting |
| Family Meetings |
| Speeches |
| Research |
| Identification of Advisors |
| Grantmaking Expertise |
| Choosing a Charitable Instrument |
| Family Office Consulting |
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| Known nationally for her work in philanthropy, Mally Cox-Chapman takes an individual approach to advising clients. |
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Short Term Consultations
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Sometimes a donor, a couple, or a family involved in a family foundation hit a roadblock. They have lost focus, or lost interest, or hit a problem that feels too big to solve on their own. Bringing in a Benefactory advisor can transform a problem into an opportunity. Often it takes the form of one or two meetings, even by phone, and the trustees are on their way to empowered generosity.
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Challenge: A CEO, his wife, and two grown daughters had “lost interest” in their family foundation of three years. They had hoped to support gifted students in their artistic goals, but no such students had emerged in the past year to support. They had repeatedly asked the principals of their local schools for recommendations, but none had been forthcoming.
Opportunity: Their Benefactory advisor taught the family how to do an environmental scan of their field of interest. The four trustees spent one day interviewing 15 executive directors of non-profits in their area who were devoted to youth development. Each trustee interviewed three or four Executive Directors, learning about that non-profit and telling the story of their hopes as funders. They have had a steady stream of recommendations of musical and artistic young people ever since, whose lessons, education, and goals they have supported with joy. |
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