Overview    New Funders    Experienced Funders   Funders in Transition


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




•   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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