private foundations

Periodic review of governing documents, policies, and procedures to ensure the Foundation is following the founder's intent can uncover issues which to resolve.

Facilitate drafting sessions with the Foundation principals that uncovers the shared values that motivate the Foundation's philanthropy.  Engage with all stakeholders including listening to and teaching younger generations about philanthropy. 

Private Foundations and Donor Advised Funds compliment each other.  Donor Advised Funds can help a foundation manage its charitable distributions. 

We review the list of approved grants to ensure the recipients qualify to satisfy the foundation's distribution requirements.  We flag any grants that may require enhanced due diligence. 

We help you design an application process focused on the Foundation's priorities and encourage the adoption of trust based philanthropy practices. 

The intermittent nature of grant cycles may pose staffing challenges.  Contracting a Program Officer based on the timing of the grant cycle may be an efficient option for a lean foundation.  

Whether a part time Executive Director role or an Interim to shepherd the Foundation Board through a transition, we provide such resources, tailored to the Foundation's needs. 

We customize talks based on the need of the board or stakeholder audience.  

• Private Foundations - Requirements, Best Practices, and Preference
• How to Research Nonprofits
• Expenditure Responsibility - What, When, How?
• International Grantmaking,  

And more...