MAKING THE MOST OF A WINDFALL

Mackenzie Scott has donated part of her fortune to over 2,000 organizations doing amazing work. What are they doing with all this newfound money?

Here we’ll discuss 5 important steps to take when you find yourself in the same position. These tips and tricks are based on conversations I’ve had with these leaders, supporting you to lead with clarity and confidence. 

You’ll walk away with actionable items you can put in place for your own organization, ensuring you’re prepared for what’s next.

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What You'll Learn

5 PRIORITIES

These are the 5 crucial items you should prioritize after receiving an unexpected windfall investment.

CASE STUDIES

Learn what leaders in your position have done with their windfall to position themselves for success.

NEXT STEPS

Get actionable plans to implement these important lessons we’ve learned from others in your situation.

How To Use It

Learn from leaders who have been in your position—what they did right and what they would change.

Begin preparing for a future windfall, or start implementing these tips if you’ve already received a generous gift.

Make the most out of a transformative gift and confidently lead your organization through this period of growth.

Let’s say that you have received an unexpected grant to your organization. It’s a large sum of money – equivalent to your annual operating budget! And there are no strings attached to how you can use these funds.

This unimaginable scenario is real. It has happened in over 1,600 organizations around the United States and across the world over the last three years as Mackenzie Scott has quietly distributed almost $16 billion (yes that’s a B, not a typo!) to non-profit and social change organizations.

So what’s the first thing you would do when this happens to you?

Not sure?

Well, you’re not alone!

I’ve been speaking with organizational leaders who have received these gifts, and many of them spoke about being unsure how best to move forward. They did not want to make a misstep at this early stage, and they wanted to move forward in ways that would create positive energy.

Listening to their stories, I’ve identified 5 good practices that leaders should consider following. You can use these practices to help you navigate the critical early months as you build support for how your organization will invest these new resources to grow and increase your impact.

Download the full tip-sheet, and contact me to get your copy of the full Making the Most of a Windfall booklet with suggested steps and examples of how other organizations have faced this situation.