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 operational plans, dockets and presentations to support decision making
  • Provides high-quality and accessible grants management including maintenance of a cloud-based data system and a full-suite of back-office services, including bookkeeping and financial reports
  • Represents your philanthropic goals to other donors, nonprofit organizations, community officials, and the media
  • Measures your grantmaking impact and outcomes