Philigence 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