“A few years ago, my wife and I and our three grown children contacted Amy Holdsman at Essential Leadership. We had decided we needed some guidance in moving our family foundation, then in its 25th year, from a two person to a five person decision-making configuration. Through a series of online meetings, we thought through our purposes, goals, procedures, and roles for our organization. Amy’s handouts, coordination, and observations on our deliberations were essential to our arriving at a very useful framework for guiding our philanthropic decision making. We continue to be influenced by this framework in our decision making and discussions as our foundation goes forward.”
— Dennis O’Toole, Co-Founder, Dennis A. O’Toole Family Foundation