Donor Retreats

Clohesy Consulting recently designed a retreat for donors considering the formation of family foundations. The retreat was organized by the Dallas Women’s Foundation and facilitated by Stephanie Clohesy. Several innovative graphics created by the Clohesy Consulting team were used during the retreat. Two of these graphics have recently appeared in major publications, Splendid Legacy: The Guide to Creating Your Family Foundation, edited by Virginia M. Esposito and Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan, Second Edition by Tracy Gary and Melissa Kohner. These graphics (Philanthropic Options Spectrum and a companion worksheet) were created to provide a quick analysis of the major strategic options of philanthropic work.

To view and download the Philanthropic Options graphic, Click Here.

A companion worksheet was developed by Clohesy Consulting to be used alongside the Philanthropic Options graphic. To view and download the worksheet, Click Here.

We encourage you to download and use both of these tools in your work. Please credit Clohesy Consulting when using these tools.

Donor Circles

Stephanie Clohesy authored a report entitled, Donor Circles: Launching & Leveraging Shared Giving, for The New Wealth, Women & Philanthropy Project. This tool is designed to help organizations consider a new dimension in their donor education and fundraising landscape. Please see the Resource Center for information on this report.