philanthropy management
Double down on impact, not infrastructure.
An expert guide for your philanthropic journey – discover how a full-service philanthropy firm can help you achieve more meaningful results
how we help
Our team of foundation experts can serve as your outsourced foundation staff, providing support across governance, grantmaking, and operations. We tailor and right-size the following services to meet your needs.
governance
- Setting board meeting agendas and facilitating board meetings
- Managing and improving board dynamics
- Onboarding and training the next generation of the family in philanthropy
- Advising and supporting board members on key, strategic decisions
Grantmaking & Programs
- Sourcing and vetting grantees and other partners
- Structuring and executing grants
- Building impactful grant portfolios
- Making impact investments
- Managing signature initiatives and programs (e.g., donor collaboratives, issue area funds, etc.)
- Managing grantee relationships
- Assessing impact
operations
- Launching and managing a grants management system
- Managing finance and accounting needs, from payment processing to budgeting and financial reporting
- Supporting leadership, fundraising, and a range of back-office philanthropic functions
OUR TRACK RECORD in philanthropy management
Overseen all programmatic and operational aspects of leading major foundations
Built, managed, and added value to hundreds of grants, impact investments, and initiatives in areas that include education, economic opportunity, health, human services, arts, urban and rural renewal, and the environment
Developed evaluation and learning systems to set metrics, assess grant outcomes, conduct evaluations, and use learnings to improve performance
Pursued field-level influence by writing white papers and op-eds to amplify impact, overseeing advocacy campaigns, using our voice and networks to influence partners and decision-makers, and creating and participating in partnerships
Developed and supported effective Governance and Management structures, facilitated board and family meetings, onboarded and oriented trustees, built and led staff teams
Structured efficient and effective operations including grants management, compliance oversight, financial, and other back office functions