Giving Management

Giving Management gives you peace of mind by ensuring the highest-quality administration of your grantmaking. Our experienced team:

  • Researches and identifies issues, trends, and organizations related to your philanthropic vision
  • Reviews and summarizes funding proposals and conducts due diligence on potential grantees
  • Plans, facilitates, and prepares all aspects of foundation/family meetings, including dockets and presentations to support decision making
  • Represents your philanthropic goals to other donors, nonprofit organizations, community officials, and the media
  • Measures your grantmaking impact and outcomes
  • Works closely with your tax, financial, and legal advisors to ensure coordinated support