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CFT’s team of experts specializes in providing grant services to individuals, families, private foundations and corporate partners for various levels of philanthropic giving.

Charitable Goal-Setting:

Our Philanthropic Services team will work with you to identify your giving style, passions and desired results. We can help you develop a charitable mission statement and will highlight community issues and help you formulate strategies to respond to those needs. In addition, we provide ongoing evaluations of your funding and ensure that the intent of your giving is fulfilled.

Grantmaking Support:

Through the grantmaking process, our team can manage the day-to-day activities of your charitable giving by providing a wide range of services that include, but are not limited to, the following:

  • Determining if a gift will qualify as a charitable contribution

  • Identifying qualified applicants

  • Arranging site visits to explore agency capabilities

  • Reviewing grant proposals

  • Preparing written grant recommendations

  • Preparing and sending award letters and notifying those whose proposals are declined

Grantee Accountability:

The purpose of grantee accountability is to ensure that your grant dollars are being used for their intended purpose and are having the impact you desire in the community. We provide accountability oversight in the following ways:

  • Maintaining a grant reporting schedule for each grantee

  • Monitoring progress of grants and scheduling site visits when required

  • Providing technical assistance and/or troubleshooting on grants experiencing difficulty

  • Preparing written annual evaluations of major grant projects (based on information provided by grantees or by outside evaluators hired to monitor programs)

Administrative Support:

Our team can provide administrative support to complement our other grant services and assist your private foundation or company in its philanthropic activities, including preparation of minutes and board packets, scheduling and coordination of meetings, and other administrative items.

Are you ready to get started?

CFT's philanthropic experts are here to work with you to develop your personal, strategic charitable giving plan. Contact us today for a confidential consultation about a giving program to fit your needs.

Request a Consultation