Select Collaborations

Highlighted here are collaborations that show the high value I bring to opportunity finance sector organizations and their nonprofit partners. These case stories show my expertise in social impact communications and strategic storytelling content development.

If you're ready to elevate your social finance communications and amplify your impact, schedule a complimentary 30-minute consultation today.

Strategic Impact Communications

This section features case stories that highlight my work in both strategic impact communications and story-driven content development. Some collaborations were with enterprise finance industry clients, others were with large nonprofits, but all exhibit the depth of my industry experience. The skills employed in these engagements are directly transferable to social finance organizations, including CDFI loan funds, socially responsible and green banks, and social justice investing firms and funds.

U.S. Dept. of Housing and Urban Development (HUD)

UpThink Strategic Communications • August 6 2024

Social Impact Communications & Strategic Content Planning for a Housing Sector Nonprofit

The 30-year-old nonprofit partner of a CDFI needed strategic impact communications and content strategy solutions. Here's how I helped.

UpThink Strategic Communications • November 10 2022

Digital Strategy for Esteemed International Women's Leadership Organization

Every year, the Junior League of Atlanta, where I was once a member, gives its annual Tour of Kitchens fundraiser. With me co-leading the digital strategy team the year I was there for the fundraiser, JLA raised more money with the event than it had in its 17 year history—over $250,000. Here is what we did.

UpThink Strategic Communications • November 10 2022

Communications Assessment for a Large Regional Nonprofit Organization

With its aging membership, the Episcopal Diocese of Atlanta struggled with attracting younger members. It recognized its need to transition to a fully digital presence, but did not know where to start. The venerable then-106-year-old, 56,000-member church with 109 worshipping communities engaged me to conduct a communications assessment. I provided them a report that became the blueprint for their digital transformation strategy, and it included a strategy for change communications program.

UpThink Strategic Communications • November 10 2022

Targeting Internal Leaders for a Banking Industry Consultancy

This banking consultancy had to convince its banking leader clients of the importance of credit risk mitigation training for bank employees. I helped them create editorial content covering specific risk management pain points leaders faced. It showed readers how the consultancy's corporate training programs addressed and reduced mistakes that lead to client distrust and government sanctions. It also showed leaders to collaborate to create a risk mitigation culture.

UpThink Strategic Communications • November 10 2022

Business Acceleration Editorial Content for a Leading Fund's Wealth Advisors

Wealth advisors want business development strategies to help them grow their practices while retaining current clients. I provided editorial content strategy and writing for that purpose for an esteemed investment bank that partners with wealth managers to offer its investment products to their investors.

UpThink Strategic Communications • November 10 2022

Editorial Content Strategy for a Large Insurance Agents' Association

This client required editorial content that fit its business goal to regain traction against disruptive competitors to its nearly 120-year-old association. The editorial content strategy and editorial content I assisted them in creating helped them achieve that goal.

Research Papers

These case stories represent proprietary, data-driven, research-backed projects I've completed for finance industry firms. A few show my ability to help clients with culturally competent communications using core stakeholder psychographics or audience profiles. While client identities are confidential, these examples offer a glimpse into the caliber of work you can expect from me as a experienced communicator in the social finance and impact investment sector.