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In keeping with our customized approach to working with clients, we provide foundations and trusts with integrated and comprehensive day-to-day supervision and strategic management.
To optimize the way in which your foundation or trust achieves your philanthropic objectives and keeps transaction costs low, we can:
- Develop protocols and guidelines for soliciting and responding to grant recipients
- Create the mechanisms, web-based or otherwise, for soliciting and fielding inquiries
- Conduct due diligence on organizations seeking grants, including site visits
- Set up and manage websites that relate to your grantmaking activities
- Provide technical assistance to applying organizations
- Evaluate grantmaking activities and grantee performance
- Develop policies for board governance
- Provide appropriate advisors with the information and documentation they need to prepare state and regulatory reports and, if appropriate, cut grantee checks
- Prepare board books and relevant grant cycle information
- Facilitate discussions and decision making by the board
- Ensure that grants are distributed and grantees are informed
- Facilitate networking among like-minded donors
Individualized grants management system
Every in-house trust or foundation client has its own grants management system. We do not bundle clients into one system. This robust tool facilitates online communication with existing and potential grantees. It supports online applications and incorporates a comprehensive and sophisticated database for ready access to all current and historical information about grants and grantees.
Your grants management system will minimize paperwork, maximize effectiveness through real-time communication and comprehensive reporting, and increase productivity and accountability. Not to mention, it leaves less of a footprint on the environment.
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Customized Approaches 
