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1 + 1 = 3 in your philanthropy, creating a sum greater than its parts

"Sunsetting a family legacy foundation in a thoughtful way is a daunting endeavor.  Jeff Glebocki was instrumental in assisting our board through the process of refining end goals, creating and adhering to a timeline and guiding us through to the final implementation of the plan.  His ability to network and establish relationships quickly opened many doors and paved the way for creative partnerships and clear agreements.  Of most importance, Jeff built upon family consensus which, in the end, led to a most successful and satisfying spend down."

“After a thorough RFP process in which we considered many consultants, the Healthy Lakewood Foundation selected Jeff Glebocki of Strategy + Action/Philanthropy and never looked back. He ably led us through all of the decisions we needed to make as a newly formed organization — from the highest-level considerations, such as whether our foundation will exist in perpetuity, to the 3- to 5-year decisions around grantmaking focus areas to brass tacks implementation planning. His expertise and facilitation were invaluable at every step of the way. He led a very inclusive process, making sure all board members’ voices were heard, and showed great flexibility in adapting his process throughout the engagement to meet our needs.”

“Jeff’s wisdom, experience, and ability to listen to us all, and bring us to consensus were great gifts to our family. We are at a critical juncture with the death of our founder and the gradual transition of leadership to our third generation. Jeff’s support and facilitation in our development of a succession plan was invaluable.”

“Jeff Glebocki was thorough and insightful in helping me determine where to make state-wide potential funding investments. What’s more, he’s a joy to work with and has a refreshingly honest, straightforward approach.”

“Jeff worked with our foundation board to guide a productive conversation on a set of challenging issues. We had decided to spend down the foundation and Jeff helped us reach consensus on how to do so. We worked with Jeff on two occasions; we should have had him meet the Board much sooner – perhaps for every meeting we ever had.”

“Jeff brings both solid experience and good instincts to his work – he asked perceptive questions, framed issues thoughtfully, and offered insights that informed and enriched our grant decision-making process.”

“Our small family foundation has a clear understanding of its purpose but we needed some help to work through our internal process priorities. Jeff met with our very diverse group, effectively guided us through a lot of extraneous data and helped us come to agreement on a set of working priorities.”

“Our Foundation added two young family members last year that had no previous experience. Jeff Glebocki successfully guided us in our first meeting by helping us form our mission statement, grant making priorities and helping us plan our next steps. He was able to make all the board members feel eager to share their vision and passion. We covered a great deal of ground in a short time while also having fun and bonding more as a family and a charitable organization.”

“I learned how to better navigate the ins-and-outs of strategic planning, and how to maneuver through the delicate dynamics present in the board room. Jeff also encouraged me to find my stance in leading our board to find a balance in maintaining our foundation’s independence while continuing to partner with much larger funders.”

“I was fairly new in the role of board chair and found myself forging through the challenges of bridging our founders’ intents and leadership style with the enthusiasm, broad skill sets and expectations of the next generation. We kept bumping against issues like governance, communications, family factions, grantmaking protocols, etc. that caused stresses and frustration. Having Jeff as the outside coach helped me establish a plan of action. He was also my ‘911’ at times as some of these challenges arose.”

“Having Jeff Glebocki in our corner was one of the best investments our family foundation could have made. For over a decade, he guided our board through strategic planning—first as we grew and professionalized, and later as we confronted an existential question: would spending down our assets better serve us and our mission? As a trusted partner, Jeff facilitated thoughtful dialogue, navigated complex choices and deeply held convictions, and ultimately built consensus around a clear, actionable path forward—one that led us to sunset after nearly 40 years of family grantmaking. His emotional intelligence, combined with a deep expertise in the field, was invaluable in shepherding our philanthropic vision and family legacy into the next chapter. We are proud of what we accomplished together - and deeply grateful. Thank you, Jeff!"

“My husband and I were interested in making a significant gift to the capital campaign of a local mental health nonprofit. Jeff undertook thorough due diligence leaving no stone unturned. He provided us with on-going, timely communications. He sees the big picture in projects because of his breadth of experience.”

“As a foundation we knew we needed a plan to transition to the next generation. But how to do it? What's the first step? Jeff listened to everyone's viewpoint and used his experience to help us through the process-- on both the big picture and small details. We finished with a succession plan and updated governance documents that now have three generations involved in our work.”