Membership assessment to inform strategic growth

Confluence Philanthropy is a network of foundations, individual donors, and investment advisors representing $123 billion of philanthropic assets slotted for mission-driven investments. As Confluence Philanthropy approaches its fifth-year anniversary, it sought the support of a Capstone team to improve its services and inform its strategic growth by conducting a membership assessment. Methodologies for the membership assessment included surveying and interviewing members, a SWOT analysis, and a review of best practices. The team also conducted an evaluation that analyzed the client’s strategic position and competitive advantage. The team used this analysis to inform its recommendations for enhancing client services.