Community Investment: Grants Management

We specialize in realistic solutions to manage donations and grants – community commitments. We set up the process and manage due diligence, you make all decisions on who, what, and how to support what’s important to you. Take the stress out of managing donor relations. We administer and track all requests for support (financial/in-kind) and provide regular updates and recommendations so our clients make informed decisions on where and how best to support their communities.

Board Governance & Succession Planning

Earn and retain your social license to operate (SLO). We are great at developing communications strategies, community partnerships, and community engagement strategies help our clients earn and retain their stakeholders’ confidence.

Employee Volunteer Programs

We do all the heavy lifting by customizing employee volunteer systems to best suit every type of business. We work closely with our clients to integrate the system into how their business operates – usually there’s no costly software needed.

Assessments & Sustainability Audits

We help clients identify and gather relevant data using CSR frameworks and standards; and then prepare content and creative design to prepare internal and external reports.

Integrated Reporting

We use the International Integrated Reporting Framework to help clients make good business and investment decisions. We write content, We tell stories that are based on facts, We set up data-gathering processes that track and measure results; then we help assess the results to report on what is true and accurate, We work with associates who are experts in report design. We provide on-going advice, frameworks, report management, and support for organizations that want to effectively establish metrics and communication strategies that will appeal to their stakeholders.


We are expert facilitators for both online and in person sessions. For team alignment assessment and facilitation sessions, we use the highly effective Mirror Mirror Team Alignment tool from Europe. We facilitate sessions – from strategic planning to people engagement. Our recent work has included board succession planning, team alignment assessment and facilitation, interactive session to engage attendees at the client’s AGM, and a strategic planning session for a start-up social enterprise.