Services for Family Foundations

You're passionate about your family's philanthropic mission, but running a foundation comes with significant responsibilities. Without dedicated, expert support, family members often carry the weight of:

  • Time-Consuming Administration: Researching charities, managing applications, processing grants, and handling compliance can take valuable time away from family, work, and personal pursuits.

  • Decision Fatigue: Sifting through countless worthy causes to select the right ones can be overwhelming, leading to delays or uncertainty about impact.

  • Limited Capacity: Not enough assets for a full-time staff, yet too much complexity for family members to manage efficiently on their own.

  • Risk of Inefficiency: Without a clear strategy and due diligence process, the foundation's precious resources might not achieve their fullest potential impact.

  • Maintaining Family Harmony: Differing opinions on grantmaking can sometimes create internal strain, making the giving process less enjoyable.

Streamlined Grantmaking & Due Diligence:

I manage the entire grantmaking process, from meticulously researching potential grantees aligned with your mission to conducting thorough due diligence. This means family members can focus on strategic decisions and the joy of giving, rather than administrative tasks and vetting organizations.




I partner with small to mid-sized family foundations to provide the dedicated philanthropic expertise you need, effectively serving as an extension of your team without the overhead of a full-time hire.

Here are three key ways I can lift the burden and enhance your foundation's work:


 Strategic Focus & Mission Alignment:

I work collaboratively with your family to refine your foundation's mission and develop clear grantmaking guidelines. This ensures every dollar goes to causes that truly matter to your family, creating a cohesive and powerful philanthropic identity. I help you move from simply writing checks to executing a targeted, impactful giving strategy.


 Efficient Operations & Best Practices:

From managing paperwork and preparing impact reports, I provide the operational backbone your foundation needs. I implement best practices for efficiency and transparency, allowing your family to rest assured that your foundation is managed professionally and effectively, without the need for a full-time executive director.