Strategic Planning

Overview

Benefactor Group’s approach to strategic planning is born from decades of experience working with all aspects of nonprofit organizations. Because nonprofits have different needs, we tailor the most valuable aspects of a variety of strategic planning methodologies into a unique approach for our clients.

More Than a Plan: How ISBH Turned Strategy into Growth

More Than a Plan: How ISBH Turned Strategy into Growth

How does strategic planning spark long-term growth? Samantha Shafer, CEO of Integrated Services for Behavioral Health (ISBH), sat down with Benefactor Group Senior Consultant Kaitlyn Kendall-Sperry to reflect on her organization’s work to chart a clear path forward.

Read More →
25 Stories of Impact: Strategic Planning with Purpose and Precision

25 Stories of Impact: Strategic Planning with Purpose and Precision

Benefactor Group was founded 25 years ago to help nonprofit organizations at transformational philanthropic moments. As the firm grew, so did our desire to help nonprofits at all stages of their lifecycle. What started as board facilitation has transformed into a data-centered and human-centered strategic planning approach that gives organizations a comprehensive understanding of who they are, where they want to go, and how to get there.

Read More →
How to Prepare for the Looming Changes in Corporate Giving

How to Prepare for the Looming Changes in Corporate Giving

Giving USA’s estimates of giving for 2024 show a promising trend in corporate giving. Unfortunately, these trends are about to encounter stiff headwinds. The “Big Beautiful Bill” will upend the tax code, so we can expect significant changes to philanthropy, including giving by corporations and their foundations. Past changes to the corporate tax structure have correlated with especially significant shifts in corporate giving. Read on to see how.

Read More →