What are Foundation Management Services?
We provide a variety of management services in the creation, administration and ongoing operation and grant management of private foundations.
Whether you are still in the early stages of establishing your foundation, or seek assistance with any number of operational needs, we can provide an independent, outside perspective based on a wealth of experience with foundations of all sizes.
Why consider using Foundation Management Services?
- More efficient use of foundation resources
- Effectively outsource a variety of tasks and responsibilities related to foundation and grants management
- A holistic, independent assessment of your foundation’s current operations, efficiency analysis and areas for improvement to best achieve its mandate
- Tailored to fit your needs at any stage of the process
- Strategic, tactical and operational expertise
- Highly experienced advisors in the area of foundation management
What are the different ways that Foundation Management Services can help?
Establish a giving strategy
- Define the mission, goals and objectives
- Establish the operating principles
- Provide information on philanthropic trends and best practices
- Historical grants review and assessment relative to mandate and current goals
- Create ideal portfolio structure
general foundation management
- Outsourced Executive Director / Grant Management
- Develop the management and operations structure
- Manage the brand, the website and all marketing
- Arrange and prepare board and foundation meetings
- Maintain and provide quarterly/annual reports
- Coordinate with legal and financial advisors
- Register for and manage government filing processes
- Telephone and mailing address
- Public relations and grantee management
fund the charities of your choice
- Create application processes, criteria, guidelines
- Conduct research on issues and trends
- Develop objectives and a strategic portfolio structure
- Identify and benchmark charities and other potential funding opportunities
- Provide the due diligence, research and evaluation of the potential funding options
More Information
If you are considering Foundation Management services, we would be pleased to speak with you. Our focus, expertise and tailored approach ensure that any potential solution will be right for you and your philanthropic needs. E-mail bri@trypucphilanthropy.ca to learn more.