Services
Philanthropic Advisory Services
- Form foundations and donor advised funds
- Formulate giving strategies with each client
- Establish guidelines and policies for giving
- Research, strategic planning and program design
- Conduct due diligence
- Structure grant agreements
- Monitor and evaluate
- Offer donor education and best practices
- Orient and facilitate Next Generation philanthropy
- Create annual reports and publications
Foundation Administration Services
- Day-to-day administration
- Transaction processing and expense payments
- Accounting and auditing
- Compliance
- Financial, banking administration and supervisory service
- Handling of grant applications
- Grant monitoring and reporting to donors
- Project due diligence including site visits
- Archiving of records
Our team of dedicated professionals will help identify and track well-managed charities, making sure that each recipient charity:
- Is financially healthy
- Has a dedicated mission and doesn’t stray from the core mission
- Maximizes their efficiency (% spent on projects versus overhead)
- Has adequate management capacity
- Is operationally viable
- Has technological capability
- Is using evaluation processes