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From Start-Up to Legacy
We work with clients on a short or long-term basis that are:
beginning to consider establishing a philanthropic or CSR program
seeking new or alternative approaches, such as outsourcing projects or management
splitting or merging assets or programs
experiencing a liquidity event
establishing a legacy, involving the next generation
investing in their communities
searching for deeper assistance once they have started a fund, trust or sustainability program
expanding their reach, entering new communities, or simply want excellent professional management of their on-going efforts
in need of interim leadership or training
Selected Services - Customize to Meet Your Needs
Advising & Assessment for Strong Responsive Programs
Align philanthropic or corporate responsibility programs with shared values & goals
Strategic planning
Feasibility studies, landscape analysis & benchmarking
Program & grant impact assessment
Engagement for Enrichment
Next generation board members
Employees
Community
Program Development for Effectiveness
Create, revise, adjust giving strategy/community investment initiatives
Develop mission statement, guidelines, operations plans, procedures, metrics
Research/locate nonprofits/NGOs meeting organization's interests
Plan, design, and implement projects
Operations for Excellence
Manage foundation operations & grants administration
Create & monitor budget
Develop requests for proposals & application process
Conduct site visits & due diligence
Review proposals & make recommendations
Facilitate meetings & retreats, produce presentations
Design & manage: employee grant making, giving, volunteer, scholarship, disaster relief and cause-related programs
Communicate program to designated constituencies
Foundation - Donor - Corporate Social Responsibility Advisors
Home
About
Where We Work - Who We Serve
Services
Next Steps - The Process
Contact Us