Services

Community Foundation Consulting Services

• Steps to grow your Community Foundation
• Community Impact Programs
• Design and Implementation Plans
• Arts, Youth and Homeless Program expertise
• Donor Cultivation
• Planned Giving Program to build your permanent endowment
• Technology needs now and for the future
• Prudent Fund Investment Options for Foundations and Organization Public Speaking
• CEO Coaching and Mentoring

Private Foundation Services

• Program Design for Community Impact
• Partnership Development
• Short term and long term goal setting

Not for Profit Organization Services

• Legacy and Planned Giving services
• Messaging for donor engagement
• Identification of prospects and planned giving candidates
• Donor Cultivation support
• Development planning and implementation

Planned Giving Services

• Independent advice to philanthropic clients
• Lead a process to help client select charitable organizations
• Charitable beneficiary research and recommendations
• Grant making program design