A FAMILY TREE ROOTED IN GIVING.

GENERATIONS OF GENEROSITY.

Problem:
The Tracy Family Foundation has nearly 100 family members who span four generations and was created to both impact causes the family cared about and instill the family’s values in new generations. The Foundation came to Vario for help with a new strategic plan to focus their giving in ways that were clear, measurable, and effective as well as identify ways to strengthen cross-generational engagement.

Solution:
We surveyed key stakeholders to identify strengths and opportunities for improvement, and facilitated an all-day retreat with family members. We used this information to clarify the Foundation’s funding focus areas, develop a Theory of Change, map out a funding strategy, and identify evaluation tools to measure impact.

Results:
The Foundation now has a clearly articulated strategy to guide and evaluate their funding over the next five years, and exciting new opportunities for family engagement. Using their new Theory of Change and funding indicators, the Foundation can communicate the “why” behind their funding approach as well as funding expectations, and invite others to join them in making an impact.