Foundation Adminstration and Consulting

Support and Strategy for Foundations at Every Stage

We work alongside foundation boards and staff to strengthen operations, sharpen governance, and keep grantmaking aligned with mission, bringing decades of hands-on experience to the work that often gets pushed aside.

Our role is straightforward: to give your board confidence that operations are running smoothly, that grants are achieving their intended impact, and that your foundation’s mission remains clear even as people, priorities, and circumstances evolve.

Whatever stage your foundation is at, we bring the people, structure, and judgment needed to help it operate at its best, without losing the personal connection that gave it purpose in the first place.

Our Services for Foundations

Every engagement is uniquely shaped around your foundation’s mission, vision, and goals. The goal of our practice is to provide every client a fulfilling and meaningful experience with their giving. 

Support Your Foundation's Day-to-Day Operations

Mission, vision, and goal development alongside the structure needed to get a new foundation off the ground.

Reduce the Burden of Your Foundation's Administration

Dedicated staff and systems for grant processing, board materials, and the work that keeps a foundation running.

Strengthen Your Foundation's Governance

A stronger board structure, efficient decision-making protocols, and thoughtful succession planning

Realign Your Grantmaking Strategy or Process

Audit your grantee portfolio and funding priorities against your foundation's current mission and goals.

Engage the Next Generation

A clear path for younger family members to take on an active, informed role.

Board Support and Development

Planning and preparation for board and committee meetings, plus ongoing board learning.

Host Grantee Convenings

Bring grantees together to share insights, build relationships, and strengthen collaboration across your portfolio.

Experience a Community Field Trip

Get a first-hand perspective on issues that are important to you.

Prepare for a Foundation Sunset or Succession

A formal succession plan, plus planning and implementation for sunsetting if that's part of your foundation's path.

$ 0

To date, we’ve facilitated more than $12 billion in charitable gifts.  

What our clients are saying

We came to them with a foundation that had outgrown its original structure. They helped us rebuild our governance, grantmaking, and succession plan without losing what made it ours.

Ready for a conversation?

Let us know how we can help you.