Supporting Foundations

Our experience starting, evolving, and managing foundations spans more than 30 years. Today, we partner with clients who launch new foundations, strengthen existing ones, engage the next generation in their giving, and rely on us to manage administration and grantmaking.

Our foundation management and administration services provide high-touch, customized support at a fraction of the cost of building and maintaining a full foundation office.

Our goal is to create effective grantmaking practices, strong governance structures, and strong relationships with grantees so your philanthropy stays impactful and deeply rewarding.

Some of our Foundation Management Services:

  • Policies and structures for effective governance
  • Facilitation of all grantmaking activities including identifying organizations, soliciting and reviewing proposals, conducting due diligence, facilitating site visits, and developing grant award agreements
  • A dedicated staff that could include a grants manager, philanthropic advisor, website/IT manager, or an Executive Director - or some complement thereof
  • A Grants Management System
  • Development and management of a website - if desired
  • Strategy and implementation of Next-Gen engagement activities and learning
  • Evaluative mechanisms to assess the impact of your giving activities
  • Board support, development, and learning
  • Planning and preparation for board and committee meetings
  • Coordination with other advisors to ensure compliance and consistency and access to information for tax or financial planning purposes
  • A formal succession plan
  • Planning and implementation for sun-setting

The value to you

By navigating the complexities of launching or managing a foundation, we streamline operations, reduce administrative burdens, strengthen your philanthropic practices, and keep you compliant with legal and regulatory requirements, so your giving is both effective and deeply fulfilling.