The Foundation staff provides a wide range of services to make your giving simpler, more strategic and more meaningful.
Grant-making
- Distribute grants twice per month: minimum $100, no limit on number of grants
- Discuss charitable priorities and interest areas
- Research programs and solicit grant proposals based on interest areas
- Serve as central point for acceptance of proposals, review proposals and develop grant dockets
- Coordinate with community priorities and other funders
- Coordinate site visits to grantees
- Monitor grant results and evaluate outcomes
- Coordinate family meetings
Legacy and Estate Planning
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Meet regarding legacy and testamentary giving planning
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Participate in Book of Life program
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Provide referrals to Professional Advisor Council members
Education
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Offer special programs and materials on charitable areas of interest, philanthropic trends and development of philanthropic skills
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Facilitate attendance at outside conferences and meeting
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Involve next generation in philanthropic activity
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Nominate younger family members for Youth Philanthropy programs
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Take advantage of volunteer opportunities on Foundation committees
Financial Management
- Prepare quarterly financial statements and year-end summaries
- Monitor investment performance and investment fees
- Provide financial oversight and reports
- Provide acknowledgement of contributions for tax purposes
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