Consulting and Management Options

Focus more on your charitable vision, and less on administrative tasks and regulations with a suite of services designed to give valuable time back to the creators, families, and directors of private foundations. Here are three ways in which we can help you gain leverage for your giving:

Strategic Design and Focus: Our staff can provide in-depth research, and explore key area trends and historical grant patterns. We can also follow up on end-of grant reports and present evaluations.

Grant Management: We can handle all grant inquiries, filter unsolicited grant requests, accept and review grant proposals, issue grant checks, and process denial and award letters.

Board Preparation: Our staff can settle board meeting schedules, agendas, and location, prepare the board book and minutes, create grant summaries and recommendations, and handle all communications.