PARTNER We make giving easy, effective, and enjoyable.

Our team works with you to identify your giving style, passions, and desired outcomes. Together, we develop a charitable mission statement, identify community needs, and help you formulate strategies to address them. We also provide ongoing evaluations of your funding to ensure that the intent of your giving is realized.

Throughout the grantmaking process, our team provides a variety of services to manage the day-to-day activities of your charitable giving, including:

• 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
• Sending award letters and notifying those whose proposals are declined

We ensure that your contributions are being used for their intended purpose and are having the desired impact. We provide accountability oversight by:

• 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)

Our team provides administrative support to complement our other grant services in order to best assist you, your family,
or company in your philanthropic activities, including:

• Preparation of minutes and board packets
• Scheduling and coordination of meetings
• Other administrative tasks as needed