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The
Giving Practice – Our Services
Working within the wide framework
of client interests and needs, The Giving Practice offers our clients
the flexibility of choosing from the services most needed, such as:
• Helping donors identify and clarify vision and values.
• Assisting development of the client’s mission, focus,
giving guidelines and external communications vehicles and strategies.
• Analyzing and recommending appropriate giving structures, procedures
and decision-making processes – and providing training when appropriate.
• Creating evaluation frameworks consistent with the client’s
giving goals.
• Structuring administrative procedures, grant tracking methodologies,
and other office systems.
• Performing research and providing industry and issue case studies
about “what works” and/or “who else” is involved
with issues of interest to the client.
• Facilitating strategic planning, board retreats, and other
structured discussions.
• Recommending appropriate initiatives, identifying cause marketing
partnerships.
• Coordinating the promotion of funding opportunities, evaluating
grant requests and making funding recommendations to decision-makers.
• Providing philanthropic advisory services to corporate senior
executives or the officers of bank-administered trusts.
• Performing personnel search tasks for foundations and other
organizations seeking new permanent staffing.
• Planning for succession and leadership transitions.
…..and other services, as requested, within our abilities to
perform them well. |
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For more
information, contact Carol Lewis:
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