Administrative Services:

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


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.