– Functioning as your personal philanthropic advisor to help you build the legacy you envision
– Acting as a liaison between your family, financial planners, attorneys, foundation staff, and beneficiaries
– Prioritizing philanthropic objectives & formulating a giving strategy
– Refining your philanthropic mission statement and vision for your family
– Clarifying and articulating funding priorities internally and externally
– Managing administrative tasks associated with your philanthropic activities
– Implementing a grant application process to streamline requests, as well as managing your RFP process
– Creating a scorecard to quantifiably prioritize grant recipients
– Identifying nonprofit organizations that align with your values & philanthropic mission
– Vetting nonprofits and reviewing 990s to evaluate viability, operational & financial stability, and scale of philanthropic impact
– Coordinating site visits with nonprofit organizations
– Diversifying your grant portfolio to maximize your impact
– Ensuring due diligence and proper recognition of your philanthropy
– Generational engagement and philanthropic succession planning
