Targeted Philanthropy Consulting offers personalized services, helping donors, foundations, and trustees with the various stages of grantmaking, including start-up, grant analysis and administration, and reporting and monitoring results. One-time planning sessions and ongoing services for grant management are available. Our approach helps ensure that your charitable investments are thoughtfully administered and yield enhanced programs and results.

Foundations and donors may request assistance with any of the following:

Planning

■  Interviewing Board/family members for input and areas of interest
■  Identifying mission, goals and funding areas
■  Reviewing relevant trends and effective strategies in specific fields
■  Identifying prospective local nonprofit organizations
■  Creating a plan for foundation operations including areas of giving, guidelines for
    applicants, outreach, grant analysis and management, and suggested affiliations
■  Coordinating with or obtaining legal and tax advisors as needed
■  Board development and strategic planning

Foundation Operations

■  Soliciting applications and working with grant applicants
■  Representing the foundation to nonprofits, grantmakers, and the public
■  Analyzing grant proposals and presenting grant recommendations
■  Structuring multi-year and capital grants with benchmarks
■  Coordinating and managing communication with grantees
■  Convening grantees to promote learning, collaboration, and the exchange of best
    practices
■  Assessing and monitoring progress and grant results

With access to experienced consultants, we offer specialized services depending on the needs and goals of the foundation or donor. Please contact us with any questions.