Services

Custom-tailored services that meet the needs and goals of your unique organization.

Our Fiduciary Statement »

Facilitate and guide the creation of private foundations

Create and maintain systems, policies and processes

Support strategy development

Solicit and review grant proposals

Perform due diligence and research

Prepare and facilitate grant, stakeholder and funder agreements and collaborations

Monitor performance of grants and meet with grantees

Research, develop and manage new initiatives and projects

Support governance, board meetings, and other needs

Collaborate, engage, and work with other foundation advisors

Facilitate foundation communications and network building