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Have questions or need assistance? Reach out to the Panoramic Strategy team, and we’ll be happy to help you with tailored solutions for your business needs.

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Our Community of Partnerships

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What Panoramic created for us is not just a strategic plan that sits on a shelf and is taken out once a year.

It’s a living document that has been guiding us daily since its creation through the Federation’s most important priorities and strategies. And with Panoramic’s additional guidance and expertise, we’ve also been able to launch major initiatives in all areas prioritized in our plan – including with our marketing, brand, and community engagement. Because of this, our fundraising has also grown significantly over the last year.

David Waren

David Waren

Panoramic is not only our CFO but a true thought partner for Besa.

Panoramic’s helped us meet (and surpass) our $1 million capital campaign goal, double our team size, manage our audits and reviews, and even get our PPP loan through twice. Having them on our side has allowed us to go further faster, be more intentional, and show up for our team, ultimately allowing us to scale farther than ever before.

Matthew Goldstein

Matthew Goldstein

An Integration between the Federation and the Foundation

Nothing like what we were considering – an integration between the Federation and the Foundation – had been done before. So, needless to say, we had quite the challenge ahead of us. Despite the challenge, it’s now been 3 years and 1 successful integration later…and without David’s help, I’m confident that the process to get here would not have been as quick, efficient, smooth..nor as fun! He truly has all the skills that are needed to make a challenging process like this happen.

Audrey Tuckerman

Audrey Tuckerman

Unanimous 'Yes': Integrating for Greater Impact

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.

Jonathan Hoffer

Jonathan Hoffer

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We turn your vision into reality. Connect with us today to start building the strategy that will take your organization to new heights.
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