OUR PROJECTS

Ekstrom Alley Clontz & Associates has provided clients with services including:

•  Strategic planning and visioning
•  Organizational assessments
•  On-call technical assistance for community foundations
•  Thought partner and solutions resource for community foundation CEOs
•  Staff and board training
•  Marketing and asset development assessment and planning
•  Focus groups, surveys, and interviews
•  Grantmaking program and community leadership review and planning
•  Design and facilitation of asset development workshops
•  Conduct studies and compile resources
•  Meeting and retreat design and facilitation
•  New market and positioning strategies
•  Planned giving program development
•  Project management

Clients have asked us to help them:

Craft a game plan for an enhanced development program and determine the attributes, skills,
and experience needed in professional staff to lead the new effort

Develop resources for professional advisors to integrate charitable giving into their practices
and engage their clients in philanthropy

Be guided by a strategic plan that is grounded in a shared organizational vision and informed
by constituent views, marketplace information, and environmental trends

Connect grantmaking and community leadership goals with donor relations and development objectives

Develop productive and engaged board and staff members by facilitating dialogue about vision and strategy

Re-invent themselves as their community’s center for philanthropy

Create a marketing platform to support community foundations statewide

Advance the thinking about the importance of professional development to the community foundation field

Assess their community’s potential for providing the resources required to grow and sustain a community foundation