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Strategic Planning and Program Research


Our clients are innovators. They want to shape the future - of the environment, health care, or children and education.

Headwaters helps create strong philanthropic programs through a process that involves knowing and asking the right questions. As partners, we help you achieve the results you desire.

First, we create a vision:

  • What do you want to support and why?
  • How does the grantmaking program reflect your goals, legacy, personal vision, and values?
  • How much to give and over what time period?
  • How much risk do you want to take?

Second, we define and lay the groundwork for achieving success:

  • What does success look like now - and over the long term?
  • How will you know grantmaking is succeeding over time?

Third, we identify innovative grantmaking and operation strategies:

  • How do you want to make grants?
  • Who will be involved in grantmaking decisions?
  • What internal structures and processes are needed to succeed?

During the program planning, we work carefully with your board members and staff to understand your unique vision for success. By thoughtfully analyzing opportunities and strategies, together we can shape exciting grantmaking options.