Cost-Effective Management

General Foundation Management
Establish and implement general administration and operational processes:

  • Manage approved budget, arrange payments and prepare financial reports
  • Arrange and prepare for all board, investment and foundation meetings
  • Key communicator on behalf of foundation (phone, email, correspondence, meetings)
  • Maintain foundation files
  • Coordinate with legal, audit and financial advisors
  • Assemble required information for government filing processes
  • Coordination with other foundations as appropriate
  • Maintain knowledge base (changes to CRA regulations, trends, philanthropic issues)

Grants Administration & Evaluation

  • Research, identify, and assess potential qualifying donees and prepare for board consideration
  • Develop and implement grants management process including: assessment, approval, reporting, evaluation and tracking mechanisms
  • Negotiate any grant conditions/recognition requirements and ensure smooth transition of funds
  • Monitor grant files, conduct due diligence, including site visits as appropriate
  • Communicate with grant recipients as required
  • Review and assess reports from grantees
  • Evaluate results achieved, effectiveness and impact of grants
  • Prepare annual report on philanthropic activities
  • Make recommendations for improved efficiencies and management of the foundation

Complete management services:

  • Up to 10 active grant files – $30,000/yr
  • 10-20 active grant files – $40,000/yr
  • 20-30 active grant files – $50,000/yr
Fees do not include HST and any travel expenses incurred outside GTA
Packages may be altered to best suit donor/foundation needs
All services are maintained in strictest confidence