CEP’s data-driven, customized advising leverages CEP’s knowledge and experience to help funders answer pressing questions about their work, address existing challenges, hear from valued constituents, and learn and share with peers.

Insights Catered Specifically to Your Needs

You face vexing questions in your work as a funder. CEP’s advisory services draw from two decades of experience to help you find solutions to your most pressing challenges. Examples of customizable engagements include:

Spotlight on Recent Projects
Learn more about CEP’s partnership with the William Penn Foundation to explore their peer funders’ strategy review processes, and about what the Surdna Foundation learned about multigenerational board engagement at family foundations.
Spotlight on Recent Projects
Learn how the David and Lucile Packard Foundation worked with CEP to design and implement a set of Grantee Experience Standards to strengthen their interactions with grantees and how CEP-led focus groups of Barr Foundation grantees helped the Foundation improve their relationships and communications with funded partners.
Spotlight on Recent Projects
Learn more about recent engagements with Co-Impact and the Arcus Foundation; both funders partnered with CEP on customized surveys followed by interviews with key internal and external partners.
Trust-Based Philanthropy Learning Cohort
This peer-learning network is designed to help funders implement trust-based philanthropy practices, informed by CEP’s two decades of research. Network participants connect with a supportive group of peer leaders while deepening their knowledge of trust-based principles, troubleshooting barriers, and creating change at their foundations.
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Spotlight on Recent Projects
Read what Northern California Grantmakers learned from their member survey. Common survey themes include member satisfaction, the use and helpfulness of available resources and networks, and members’ suggestions for near- and longer-term impact. CEP offers members of United Philanthropy Forum a discount on their first CEP member survey. Learn more here.
Spotlight on Recent Projects
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Spotlight on Recent Projects
Learn more about CEP’s partnership with The Dyson Foundation and other Mid-Hudson Valley Funders to understand nonprofit perspectives on funders’ responses to the COVID-19 pandemic, and a survey commissioned by the Community Foundation Sonoma County and Napa Valley Community Foundation dealing with the needs of organizations in the wake of Northern California’s wildfires.

Have Questions?

Joseph Lee

Our Assessments

Grantee and Applicant Perception Reports

Learn from the candid perspectives of your grantees and applicants about what they need from you in order to succeed.

Learn more about
the GPR & APR >

Donor Perception Report

Understand what your donors value and how you can best engage them to strengthen your impact.

Learn more about the DPR >

Staff Perception Report

Cultivate a strong culture and engaged staff that will help you achieve your goals.

Learn more about the SPR >