Charitable Foundations: Fulfilling Your Philanthropic Mission

From high-level strategy to the details of grantmaking execution, we support you as you make an impact through philanthropy.


Using your philanthropic resources most effectively is a huge challenge. We can help you develop a vision and articulate a mission for your private foundation – thus conveying your values and interests not only to future generations of your own family but also to the communities in which you choose to give. We can also provide guidance as you consider areas of grantmaking focus, strategies for giving and ways to gauge the impact of your philanthropic dollars.

We’ll assist you with:

  • Articulating a mission statement
  • Developing grantmaking policies, procedures and criteria for decision making
  • Drafting and negotiating grant and pledge agreements, including grants for general support and specific projects or programs
  • Preparing and maintaining records of correspondence between the foundation and its grantee organizations
  • Processing, disbursing and maintaining records of payments to grantee organizations
  • Collecting and assessing reports received from grantee organizations
  • Grantmaking issues specific to private foundations, including expenditure responsibility, equivalency determinations and IRS approval of procedures for grants to individuals
  • Program-related and mission-related investments