Meet Alicia. She is the dynamo President & CEO of XYZ Foundation. A seasoned entrepreneur herself, Alicia like to work closely with her team to make sure the XYZ Foundation can deliver on its mission. As XYZ Foundation’s mission includes traditional grants and impact investing, she needs to be able to collect and share internal business results and external programming results. Delegating as much as she can to her team, Alicia knows that XYZ Foundation has to be a digital-first organization. With programming across the North America, the XYZ Foundation staff must spend as much time on strategic/high-value work as possible.

Internal Governance & Operations

  • Needs to effectively engage her board, specifically for board meetings
  • Board meetings are regularly schedule for every two months (6/year)
  • Prepare and manage annual operating and grants budget
  • Track and report on foundation assets, supported by Investment Committee


  • Attends philanthropy events, including granting events
  • Consider collaboration proposals from other grantmakers
  • Asked to present at conferences and workshops
  • Participate in affiliate groups such as Exponent Philanthropy and Philanthropic Foundations of Canada