Jennifer Guttierez Morgan
SERVICES
PLANNING
Planning Efforts: Driven by a consensus-based process that identifies strategies and operationalization for a plan with the greatest impact--not a binder that sits on a shelf.
Strategic and Scenario Planning: Short or longer term results-driven strategies and usable outcomes
Usable outcomes
Board and staff alignment
Master arts planning
fund development planning
BOARD AND LEADERSHIP DEVELOPMENT
Effective Board Leadership and Board Development: Help your organization to better realize its mission in service of the people at its center. Find the effectiveness within your current board and find the right people to add to your organization’s leadership.
FUNDER AND PHILANTHROPIC ADVISORY SERVICES
Philanthropic Strategy: Defining clear mission statements, focus areas, and geographic scopes.
Program Design: Approaches to grant program designs balancing compliance with sharing power with those most proximate to the issues.
Due Diligence and Research: Strategies on how to vet potential individual and non-profit grantees while measuring their real-world impact.
Administrative Operations: Managing grant lifecycles, scholarship programs, and regulatory compliance.
PROFESSIONAL DEVELOPMENT
Develop strong, high-performing teams by merging core skill trainings with heart-led team building. Topics include effective communication, conflict resolution workshops, and collaborative problem-solving. Activities include group and individual exercises as well as reflective prompts to boost both individual capability and team trust.
CULTURAL EQUITY AND INCLUSION
Organizations have been expanding core values around equity and inclusion through institutional policies and programming. Services include:
Cultural Equity Applications and Operationalization
Best practices that emphasize process, integrative planning, measurable outcomes and accountability.
Group facilitation
Workshops and training
Feasibility studies
FUND DEVELOPMENT PLANNING
Create or strengthen a culture of fundraising and philanthropy, expand earned income ventures, and build stronger relationships to help leadership get excited about value and investment.