Services

Tailored to your needs.

We meet foundations and grantmakers where they are and each engagement is unique. We support clients in the creation stage, undergoing a leadership change, engaging in more complex activity, strengthening infrastructure, and/or clients desirous of delegating certain functions to our firm. No matter what the scope of work, we offer value-creating opportunities and efficiencies by drawing from the overlapping pillars of law/compliance, operations/governance, and strategy/impact. Our service offering includes the following:

  • Facilitate and guide the creation of private foundations

  • Create and maintain systems, policies and processes

  • Support strategy development

  • Solicit and review grant proposals

  • Perform due diligence and research

  • Prepare and facilitate grant, stakeholder and funder agreements and collaborations

  • Monitor performance of grants and meet with grantees

  • Research, develop and manage new initiatives and projects

  • Support governance, board meetings, and other needs

  • Provide general counsel support services

  • Collaborate, engage, and work with other foundation advisors