foundations

We work with entrepreneurs and families who either have an existing foundation or are in the early phase of establishing one.   We also offer professional athletes and celebrities our VIP philanthropy service to ensure your high profile name and public personality are partnered and managed perfectly with causes.

Foundation Start-Up Management Services
Starting a foundation is an exciting time for an entrepreneur or family.  You may have great investment managers and advice, but where do you turn for mission-based, daily management advice or services?  You are in the right spot. We have more than fifteen years experience with foundations and will guide you through the set-up and management services you need to feel a level of comfort knowing your new foundation is off to a good start. 

Scholarship Program Management
Scholarships can be a very labor intensive process. With more than twelve years of experience, we have the systems in place that allow you to make all the decisions without the administrative hassles.  We administer, manage, develop and prepare all applications and communication materials, review all scholarship applications, convene and facilitate scholarship meetings, scholarship tracking for multi-year awards, ensure compliance with IRS rules and regulations, and provide program documentation and assessment.

Grant Program Evaluation
Grant awards are a competitive process. You always want to know that your grants are distributed to healthy organizations that are effectively carrying out the terms of the grant program you funded. To ensure your giving is successful and a solid investment, we conduct due diligence on all grant applicants and perform post-grant evaluations on grantees.

Annual Board Retreat Facillitation
Retreats are an excellent way to keep your foundation performance on track. It sets the tone for the upcoming year with clear strategic goals that you want to achieve through your giving and helps to ensure that there is a cohesive and collective process to decision making. Our retreats leave trustees with a deepened commitment to addressing community issues; inspiration and renewed enthusiasm; and a realistic plan that can be carried out effectively and easily. 

VIP Private Philanthropy Services
We know celebrities and professional athletes are called on a lot to be the face and name for causes. We work with highly visible and well-known personalities to identify the best causes and projects to align your name and giving, and develop a strategy that speaks credibly about your commitment. Please call 912-691-1703 or email us at info@givingadvice.com to learn how we work with you and your publicist and agent. Serious inquiries only.