Key Services

FOUNDATION CONSULTING SERVICES:

  • Assistance in the start-up of new foundations
  • Consulting to existing foundations during times of transition
  • Problem solving around communication issues among those involved with the family foundation.
  • Facilitating board retreats
  • Help in establishing parameters of board participation, composition, responsibilities, and decision making process.
  • Developing or invigorating creative grantmaking programs.
  • Assisting in the design of administrative systems required to handle the foundation’s operations.
  • Guidance regarding staffing options and responsibilities.
  • Educating donors about philanthropy.
  • Working with the Foundation’s younger generations to involve them in the process of philanthropy and prepare them for active participation in the family foundation.

FOUNDATION MANAGEMENT SERVICES:

  • Providing ongoing administrative and grantmaking staff for the Foundation.