Services
How we help
Most engagements touch more than one of these. We start by agreeing where you need the most support, then shape the work around it.
01
Strategy & program design
How do you turn a big idea into work on the ground?
We help you choose where to focus and work out the steps to get there. You end up with clear priorities and a roadmap your team will use.
- Strategy development and prioritization
- Theory of change and logic models
- Program design and launch
- Landscape and opportunity mapping
- Strategy workshops and retreats, designed and facilitated
02
Giving & grantmaking
Who’s doing the best work, and how do you back them well?
For foundations, family offices, and individual donors who want to see what’s out there, who’s doing it well, and who else is funding it. The goal is a shortlist of groups worth backing and a plan you can explain to your board or family.
- Climate giving strategy and portfolio design
- Due diligence, from a quick read on one organization to a vetted shortlist for a full grant cycle
- Grantmaking design, co-funding, and pooled funds with peers
- Day-to-day support for families without philanthropy staff: screening requests, managing grants, and reporting back
- Capacity support for your grantees on governance, operations, and impact measurement
- Portfolio tracking and impact reports for your board or family
03
Narrative & fundraising readiness
How do you talk about your work so funders and partners want in?
A climate fund weighing fractions of a degree and a donor counting cost per life improved need different stories. We help you tell the right one to each, then map the funders worth approaching and get your materials ready to send.
- Funder mapping, down to who leads each area of work
- Narrative and materials tailored to each type of funder
- Proposals and grant applications
- Prep for first meetings, since you only get one first impression
- Partnerships and joint fundraising with peer organizations
- Convenings and roundtables for funders and partners, from the invite list to facilitation
04
Organizational development
What team do you need to pull this off?
Whether you’re making first hires or rethinking how your board works, we help you build an organization that fits the work, with systems your team can run without us.
- Org design: operating models and org charts
- Hiring plans and recruitment for key roles
- Governance and board alignment
- Decision-making frameworks, like RACI matrices and delegation plans
- Internal policies, processes, and templates
- Systems and tools, including CRMs, reporting, and AI workflows
- Monitoring, evaluation, and learning, including KPI design
Common starting points
When we’re most useful
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You want to start giving to climate, or give more, and need a plan.
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You’re a young organization ready to grow.
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Your board or your family wants to see what your giving adds up to.
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Funders like your work, but it doesn’t quite fit what they fund.
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You’ve come into significant new funding, or lost it, and need to rethink how you operate.
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Your organization is going through a leadership transition or a mandate change.
Three steps
Getting started
If you have a strategy, giving plan, or theory of change, send it before our first call.
01
A conversation
We learn your priorities and where you’re stuck.
02
A look at what you have
We read what you send and tell you plainly what we see.
03
Then the work
We start with where you want to end up and work back.
Ways to work together
6 to 8 weeks
A sprint
To set a giving strategy, get ready to fundraise, or work through one big decision.
3 to 6 months
A project
For a full strategy, new systems, or a new program, built and handed over to your team.
One event
A convening
A funder roundtable or partner workshop, planned and run with you.
Month to month
Ongoing support
Regular field briefings and a sounding board when decisions come up.
Tell us what you’re working on.
We’ll be straight with you about whether we’re the right fit, and if we’re not, we’ll point you to someone who is.
or email hello@climateconnectors.com
