Paul Ramsay Foundation Strategic Plan

Objective

SVA Consulting was engaged to help establish Australia’s largest private foundation to ensure that its $3 billion funds are invested strategically to maximise impact.

Role we played

Working with the Paul Ramsay Foundation Trustees, senior management and external advisors, SVA Consulting:

  • Clearly articulated the new Foundation’s philosophy as an organisation, understanding how it would approach philanthropy and exploring its vision and mission
  • Researched the domestic and global trends in philanthropy from international leaders
  • Identified areas of focus, understanding the known causes of disadvantage, highlighting those areas that best align with the Foundation and establishing a portfolio approach to its philanthropy
  • Designed a four-year strategic plan including goals, detailed initiatives and KPIs to establish the Foundation and allow it to learn over time.

Impact

The Foundation has clarity and alignment of vision that will allow it to start investing and create substantial social impact.

Share