Strategic planning, investment allocation strategy, and board development
In 2014, CEA was commissioned by the Harte Charitable Foundation to provide a variety of services to their board, including: developing a strategic plan, providing strategic advisory related to their endowed research institute, identifying allocation scenarios for their endowment, create issue briefs for potential areas of grant-making interest, identifying potential grant portfolio opportunities, coaching the board, and establishing governance procedures. The project culminated in a multi-day presentation and roundtable discussion of the comprehensive strategic plan as well as introductions to a variety of potential grantees for the foundation’s future grant portfolio.