family-philanthropy-strategic-plan
CommunityGenerate a family philanthropy strategic plan.
Product & Management#workflow automation#strategic planning#artifact generation#confidentiality#philanthropy#family office#grant metrics
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Producing a cohesive family philanthropy strategy is difficult because families must align mission, priorities, budgets, giving vehicles, and measurable outcomes into one usable plan.
Core Features & Use Cases
- Structured strategic plan creation: Captures mission, priority causes, annual giving budget, giving vehicles, metrics, and family engagement model into a single deliverable.
- Advisor interview to artifact: Runs a minimum-viable interview to personalize the plan and then renders the artifact consistently in markdown.
- Optional governance outputs: Creates
artifact.md,interview.json, andmanifest.json, and can optionally write memory entries or push the artifact to external systems (e.g., SharePoint, Asana, Snowflake, email/calendar) based on configuration.
Quick Start
Use the family-philanthropy-strategic-plan skill to generate a complete strategic philanthropy plan by answering the six prompts about mission, priorities, budget, vehicles, metrics, and family engagement.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: family-philanthropy-strategic-plan Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#family-philanthropy-strategic-plan Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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