Overview    New Funders    Experienced Funders   Funders in Transition



Overview

Philanthropy Advisory Group customizes private client services for foundations, families, and funders seeking to maximize the impact of their giving.

EXPERTISE

 

SERVICES INCLUDE

•   Consult on philanthropic vehicles and options for new funders or funders seeking more flexibility in giving approaches

•   Generate foundation and giving operations plans to support effective giving

•   Facilitate and prepare mission and program areas

•   Develop grant guidelines, grants cycles, proposal forms and accompanying grant documentation, including reports and contracts

•   Oversee and manage grant portfolio on annual basis or provide project-based grant development and oversight

•   Prepare letters of donor intent

•   Develop succession and next-generation plans that cultivate family cohesion and the preservation of a family legacy

•   Research and develop new giving programs including sourcing topics of interest, working with potential grantees to develop proposals, and executing strategic grants

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