Working with Rebecca during her time at PwC was a real joy. She helped us craft a partnership that added value to both Team Rubicon and the firm, ensuring impact to our programs and their employees. The result was TR's largest multi-year corporate commitment to date.
In my seventeen years of leading the nation’s largest African American video oral history archive, I have dealt with many consultants, but have found few like Rebecca Caplan. She is a true expert in terms of strategic planning, messaging and communications. Her focus on impact management is what is needed in today’s world of nonprofit success.
Rebecca helped Feeding America approach strategic philanthropy more effectively in the areas of program development, grant making, employee engagement and disaster relief. She led with data, integrity and thoughtfulness in guiding Feeding America as a grant recipient of PwC. She challenged our teams to go beyond outputs and rather focused outcomes. Rebecca leads from a sense of humor, kindness and smarts that are so appreciated by her partners.
We hired Rebecca Caplan at a period of much transition and growth for our organization. She provided the professionalism, knowledge and energy necessary to help us build a plan for the future of our nonprofit. Rebecca invested deeply in our success. She researched the field of child welfare and the stakeholders to truly understand the environment. That research allowed her to present innovative ideas to bring our organization to the forefront of our field. As an organization working to rebuild, there were times as an Executive Director when I felt overwhelmed by the work at hand, lack of resources and challenges I faced. Rebecca’s enthusiasm, encouragement and support helped me though those times. The end result is a strategic plan that has become a national model for other state organizations.
We worked with Rebecca to structure a grant relationship between Team Rubicon and another foundation. She walked us through their outcomes-based approach that led to the first seven-figure gift to TR.
Rebecca’s ability to communicate and then execute strategic ideas while also aggregating feedback from a highly engaged Board of Trustees, was impressive. Many leaders often fall into the trap of falling so much in love with their own ideas that they are unable to be open to ways to improve upon them. In fact, many times when Rebecca and I were colleagues, I commonly fell into this trap only to be rescued by Rebecca who consistently provided counsel on how best to present a litany of coherent ideas that would be best received and amplified by an audience, such as a Board or a client. She brings critical perspective into how organizations and individuals can make philanthropic investments more impactful. Her practical, yet sophisticated approach is deeply needed to advance the field.