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Benefactor Group: Serving those who serve the common good.

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Benefactor Group is not your average consulting firm. It exists to serve those who serve the common good and prides itself on helping nonprofits wherever they are in their lifecycle. With services including capital campaigns, executive searches, strategic planning, and more, Benefactor Group helps clients build capacity, achieve ambitious goals, and advance their causes.

These organizations have different strategic planning needs than for-profit organizations.

Benefactor Group serves mission-driven and mission-led organizations that have different strategic planning needs than for-profit organizations. Nonprofits need consultants who have a deep understanding of philanthropy and bring something different than strategy maps, ballot scorecards, and other traditional strategic planning tools that consulting firms often bring to the table. 

Benefactor Group saw this need and stepped in the gap.

After experimenting with several approaches, Benefactor Group settled on a strategic planning methodology specifically designed for nonprofits. Known as the 4Ds, the methodology takes clients through four stages: Dream, Discover, Design, and Deliver.

The methodology worked, but there was an opportunity to improve implementation and delivery.

With a methodology that worked, Benefactor Group began to consider how it could be enhanced. Kaitlyn Kendall, Senior Consultant at Benefactor Group, noted that implementation and delivery were “just a table in a Word document, very simple and straightforward. And in [the 4Ds] framework, we had a priority and then projects within that priority.” 

Steve Beshuk, Principal at Benefactor Group indicated that there was an opportunity to bring decision science to the methodology to move clients beyond that moved clients beyond ideation and execution to actually thinking about what would really move the needle. “If everything is equal, then nothing is equal. And so that notion of having some science behind it, having a method behind it, and then having a software where we don’t have to learn how the math behind a pairwise comparison works to help take clients through that was really attractive to us,” Steve stated.

After learning about Allovance, Steve realized that the method and software aligned with what they wanted to accomplish.

Today, Benefactor Group continues to use Allovance for a couple of years and highlights its great value.

“One of the things that we’ve loved while transitioning to Allovance is those initiatives…those projects don’t just have an impact on a single priority. There is value across multiple priorities.”

 

Kaitlyn noted, “one of the things that we’ve loved while transitioning to Allovance is those initiatives…those projects don’t just have an impact on a single priority. There is value across multiple priorities. And being able to decouple those things and share that with our clients and have them understand that this project is even more valuable than you realize, not just because it’s, you know, someone’s pet project, but because there’s impact here, there, and in another priority. Being able to quantify that, I think that has been one of the biggest transformations in the framework and kind of how we think about projects and priorities and measures of success and things like that.”