ENGAGEMENTS & PARTNERSHIPS
Right-sized support for
where you are.
Every engagement begins with a conversation about what you need. We offer three ways of working together — designed to meet organizations, funders, and advisors at the right moment with the right level of support.
Our work together.
Your timeline. Your needs.
Open the Conversation
These focused, high-impact engagements are designed to educate, inspire, and spark meaningful dialogue.
Whether it's an annual meeting, a facilitated workshop, or a keynote session, we bring insight, energy, and a point of view — opening eyes and minds to new possibilities.
Ideal when you need to convene a group, introduce a concept, or create the conditions for bigger conversations to happen.
Build the Foundation
These defined-scope projects go deeper — producing real deliverables that your organization, foundation, or client family can put to work.
We bring structure, facilitation, and expertise to create clarity around who you are, what you're building, and how you'll get there.
Ideal when you need a focused process with a clear beginning, middle, and end — and something tangible to show for it.
Grow
Together
For organizations, funders, and advisory firms who want a consistent, trusted partner over time, our retainer-based engagements provide sustained strategic support. We become part of your extended team — showing up with expertise, perspective, and continuity as your work evolves.
Ideal when the work ahead is complex, ongoing, or requires a steady presence to guide implementation and adapt to change.
Working with PIVOT to advance the Community Health Alliance Foundation while I was Chairperson was a “game changer.”
Her experience, ideas, and follow-through helped our Foundation Board achieve goals we had talked about for months. The investment in PIVOT Strategic Philanthropy has been, and continues to be, very beneficial to our organization.
Karen Bryan, Chairwoman of the Board, Community Health Alliance Foundation
