Philanthropic Consulting Services
for Family and Private Foundations

Whether you are looking for cutting edge practices and innovative ideas or a more traditional approach, we can help your foundation develop and implement tailored approaches to realize your unique vision and the remarkable potential of your giving.

Following is a sample of the services we can provide to your family or private foundation, which can be customized to meet your specific interests and needs.

	Case Study: Read about our work with the Stevens Square Foundation	Case Study: Read about our work with the Whitney Family Foundation

• 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.
• Prepare tax forms.

• Respond to grantmaking inquiries and receive, log and track all funding proposals.
• Maintain foundation grant history and reporting.
• Prepare, print, package and deliver materials for regular and annual meetings of the foundation.
• Attend and provide staffing for meetings of the foundation's Board of Directors.
• Design and produce grant guidelines, press releases and reports for distribution.

• Conduct industry scans or field of interest research.
• Help develop or fine-tune philanthropic mission, vision and goals.
• Develop guidelines for a grantmaking manage existing ones.
• Screen and asses grant proposals.
• Conduct site visits, interviews or other pre-funding due diligence as needed, including for new organizations and first-time requests.
• Review grantees' final reports and evaluate outcomes of project and/or overall grantmaking.
• Develop and facilitate educational sessions for family/board members.