Following is a sample of the services we offer the business community, which can be customized to meet your firm's specific interests and needs.

	Case Study: Read about our work with Entegris

Program and Grantmaking Development and Evaluation Services

• Conduct philanthropic research on selected issues or geographic areas to target grantmaking strategies or giving opportunities.
• Convene issue experts and nonprofit practitioners on topics of interest to further hone the firm's philanthropic interest and identify community opportunities.
• Help develop or fine-tune a philanthropic mission statement, giving plan and guidelines.
• Develop and facilitate educational sessions for community leaders, employees and other constituents of the firm regarding the mission and focus of the foundation or giving program.
• Identify, screen and assess opportunities for support, conduct site visits, and other pre-funding due diligence.
• Evaluate the outcomes of foundation grants and/or overall grantmaking strategy or giving program.
• Convene other businesses and funders around shared issues to explore collaborative opportunities.
• Facilitate family business succession planning and other discussions specific to the development of or continuity of a firm's philanthropic strategies.

Communication and Administrative Services

• Assist with the development of a public awareness campaign or other approaches to introduce a new or revised foundation or giving program to the broader community.
• Design and produce giving program or foundation guidelines, press releases and community reports.
• Respond to funding inquiries, and receive and track all proposals and grant reports.

Investment Management Services

• Establish an investment policy, or review an existing policy.
• Provide an in-depth analysis of the investment climate, a review of money managers and current asset allocations.
• Monitor investment performance and results as compared to market indices and benchmarks.
• Manage assets with an investment objective to provide an absolute return that equals or exceeds the endowment distribution and the long-term rate of inflation.
• Present investment strategy and performance at Board Meetings.

Whether you are a small family-owned businesses or a large national corporation, we can help your firm develop and realize a philanthropic mission that is tailored to your specific market, interests and constituents.