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Professional Outsourced Philanthropic Solutions

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Foundation Management Services

As part of our foundation management services, we support the daily operations and management of family and corporate foundations. By working with our team, foundations are able to outsource many of the day-to-day management and administrative burdens that would otherwise rest with their leaders and staff depleting the team of valuable time that could otherwise be focused on achieving the foundation’s mission.  Our team allows the foundation’s management team to know that their foundation is being responsibly managed. We offer a range of specific services, including:

Governance

Our team assists in all matters of governance including coordinating and staffing your Board meetings, reviewing all contracts, supervising audit and tax return preparation, and coordinating any necessary state filings.

Online Portal

A customized, user-friendly online portal offers the ability to connect your entire philanthropic community, including family members, financial advisors, accountants and other stakeholders. The portal allows reporting on valuable foundation activity, and serves as a data vault for governance documents, returns and other reports.

Help Desk Support

Our dedicated call center, open on weekdays from 8 am to 8 pm, is staffed with dedicated philanthropy professionals  who can assist you and your stakeholders with accessing and navigating the online portal, grant management, making new grants, due diligence issues, grant processing and more.

Grant Management Services

We have the ability to handle the full array of grant management services, including grantee due diligence, all legal aspects of grant negotiation, preparation and implementation of grant agreements and the full suite of expenditure responsibility services.

Branding and Messaging Support

We have the ability to help our clients tell their stories in unique ways. Our professionals will provide strategic direction on and support for development of branding and messaging, and can assist with creation of marketing materials to highlight your mission and supported charities, projects and programs.

To learn more, download our Foundation Management Services brochure. If you are interested in strategic planning, evaluation, or coalition building advice, please visit our Strategy Consulting, Evaluation, and Coalition Building page.