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 clients 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 |