Executive Grants Management Package

• Repository for all grant requests and foundation information inquiries

• Summarization of foundation grant requests in accordance with client specifications

• Processing of grant issuances in accordance with client approval conditions

• Processing of individual and consolidated tax receipts for all foundation contributions

• Preparation and dissemination of correspondence to grant candidates and grantees

• Preparation of monthly, quarterly and annual grant approval/issuance activity reports

• Preparation of activity and financial reports for foundation board of directors meetings

• Development of a research report for one (1) charitable organization/cause per year

• Maintain knowledge base for client’s areas of charitable interest

• Inform clients of relevant educational opportunities for foundation directors

• Create and maintain client’ grant making archives

Interactive Grants Management Package

Included in this option are all of the features and benefits of the Executive Grants Management Package, as well as:

• A custom designed website

• Hosting and support of website technology and content

• Storage and maintenance of foundation documents

• Organization of six (6) site visits to potential grant recipients


Comprehensive Charitable Partnership Package

Included in this option are all of the features and benefits of both the Executive and Interactive Grants Management Packages, as well as:

• Research on all causes and organizations of potential interest to the client

• Arrange (and participate) in potential grant recipient site visits as required

• Advise client regarding policies and procedures for effective management

• Processing of all federal and state tax filing requirements (if and as needed)

• Plan and assist with implementation of board meetings

• Represent client with associations and grantees upon client request


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