Strategic Review of Foundation Investments

Project Details

Agency Name: Houston Endowment

Agency Type: Non-Profit and Foundation

Services: Strategic Communications

Client Goals

The Endowment is a private philanthropic institution that contributes to the well-being of its community and advances equity of opportunity for its people. In pursuit of its mission, the Endowment awards Jones Scholarships to area high school students. With targeted post-secondary support, the Endowment seeks to impact matriculation, persistence, and graduation rates, especially among students from economically disadvantaged backgrounds.

Safal Approach

The Endowment contracted Safal Partners to conduct a strategic review of its Jones Scholarship Program. During a six-month period, Safal – (1) Baselined current practices, synthesized outcome data from the Jones Scholarship Program, and researched best practices; (2) Devised and presented desired outcomes of the Jones Program to the Endowment Leadership; (3) Led and facilitated a strategy session to engage all stakeholders; and (4) Outlined possible scenarios and corresponding implications.