Many of our clients retain us to provide ongoing administrative services, which include:
Administering grant disbursements
Coordinating with other professional advisors including accountants, attorneys, custodians and investment advisors
Creating and updating all printed and electronic materials
Keeping complete grant files
Organizing and staffing board meetings
Overseeing compliance with all legal and tax requirements
Post-grant monitoring and evaluation
Providing daily mail and telephone service and executive office meeting space
Advisory Services:
We have the knowledge, expertise and experience to assist your foundation in:
Articulating a vision and mission statement
Designing and facilitating a planning retreat
Developing grant-making program
Producing a succession plan
Creating a special initiative
Evaluating a grant proposal
Implementing a communications strategy
Fees:
Our extremely competitive fee schedule is based on assets. The scope of activity and extent of services required can also affect the all-inclusive fee quoted to each full-service client. Fees for short-term projects are billed at an hourly rate.
