Case Study:

University Foundation Strategic Plan



Higher Education, Nonprofit, Foundation

Our Role

  • Strategic Planning
  • Project Coordination
  • Communications Strategic Formulation
  • Change Management
  • Strategic Interviews
  • Survey Design & Administration
  • Data Analysis


The Foundation for Indiana University of Pennsylvania is an independent, nonprofit, charitable 501(c)(3) corporation organized in 1967 to promote and support the educational purposes of Indiana University of Pennsylvania. The Foundation manages nearly $300 million in assets, approximately $50 million in endowed funds and $250 million in real estate. Foundation for Indiana University of Pennsylvania engaged The Hill Group to facilitate its strategic planning process and provide ongoing advice and counsel.


The Hill Group facilitated a planning process with the Foundation to develop a strategic plan focused on growth of assets and developing a new culture of philanthropy, stewardship of resources, impact through transformative investments in the University, and enhancement of organizational capacity and infrastructure. With guidance from The Hill Group, the Foundation also used the planning process as a change management tool, helping to bolster a positive relationship with University administration.


Behind the Scenes

This strategic planning process was essential to the University’s growth. The Foundation’s strategic planning process engaged University leadership and stakeholders to identify critical success factors, and the Foundation’s plan was used as a blueprint and catalyst to influence transformational change throughout the University.