Philanthropic Services

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 you, your family or company in your philanthropic activities, including preparation of minutes and board packets, scheduling and coordination of meetings, and other administrative items.