Philanthropic Advising Services

Here are some ways that we can partner with you to meet your needs:

 

• Facilitation of a discovery process that identifies and builds on your core values to develop your foundation’s mission, vision, goals, and fields of focus. 

• Develop strategic, operational, and implementation plans for your foundation.

• Build or refresh your foundation’s grantmaking infrastructure including setting up systems, defining grantmaking priorities, developing grant-making protocols, developing RFPs and application templates. 

• Fulfill program officer staffing needs including reviewing applications, managing the award notification and gift deployment process, engaging grantees for progress reports, site visits, etc. 

• Conduct due diligence to identify causes and potential grantees that are in alignment with the foundation’s mission, values, and philanthropic focus areas.

• Manage ongoing partnerships to ensure alignment and accountability concerning your foundation's goals and expectations.

• Facilitation of board meetings, staff/board training, succession planning, and engagement of your family’s next generation of philanthropic leaders.