INTERNATIONAL FAMILY BUSINESS & FAMILY FOUNDATION

FOUNDATIONS OF LEADERSHIP.

Client

INTERNATIONAL FAMILY BUSINESS & FAMILY FOUNDATION

Services

Family Meetings

Theory of Change Development

Strategic Planning

Audit and Streamline Processes

Ongoing Coaching

Shedding conflict and burden for unity and success.

Problem:
The CEO started a foundation to bring her family together around giving traditions that would make a collective impact. Over time, the foundation became a source of conflict, administration became burdensome, and the impact was hard to articulate. Vario was asked to address these issues, positively engage multi-generational family members, and develop new leadership for the foundation.

Solution:
Vario interviewed each family member, facilitated small and large family meetings, designed a focused theory of change, and developed a strategic plan to guide their giving. We rebuilt their processes and giving forms, and coached the CEO’s daughter to effectively lead the foundation.

Results:
Today the foundation enjoys:
A focused, thoughtful path to impact
Family unity and clarity around their giving vision
A clear, streamlined process for grantees with less cumbersome administration for the family
An easier “no” because they have an intentional “yes”
Deeper effectiveness for the community and the causes that matter to them