When both the Jewish Federation and the Jewish Community Foundation of Greater Phoenix had spent years having less impact than we knew they were capable of, we began looking into solutions like integrating the two organizations.
The problem was that we couldn’t seem to get lay leaders and professionals to come to a decision.
David was able to come in and not only help us come to a unanimous ‘yes’ decision to integrate, but also help us with all the behind-the-scenes strategy—including the organizational chart, the budgeting, the legal structure, and even advising our new CEO.