Services | Clients

Family Philanthropy Advisors also offers:

Management Services: Comprehensive management and administrative services for selected family foundations.

Founding Fundamentals for New Foundations and those in Transition: Experienced advisors and custom designed processes and materials for establishing the goals, governance, and grant priorities for families and individuals creating foundations or philanthropic programs. Services tailored to respond to the unique culture and interest of each client. Expertise in next-generation training and inter-generational transfer.

Facilitation and Strategic Planning: Experienced facilitators and moderators for family meetings, family council and family office planning, governance and goal setting.

Expertise in Needs Assessment and Program Design: Comprehensive and current research on needs and effective approaches to community, regional, national and international issues. Counsel on focused strategic giving and foundation initiated projects.

Peer Networks: Links to other individuals and families, foundations, trustees and their staffs, and to national and international financial associations for support, exchange of ideas and professional development.

Resources for Informed Giving: Counsel on a variety of program areas including the arts, education, health and human services, and the environment. Expertise on issues of communication, leadership, creativity and collaboration.

International Grantmaking: Experts in international grantmaking, FPA provides due diligence on philanthropy worldwide and has helped to establish foundations with a global purpose.

More than Grants: Assistance with strategic, leveraged or collaborative grantmaking and programs that invest in the organizational capacity of non-profits delivering services.

Communications: Assistance in communications with peers, grantees, communities and collaborators including website design and maintenance, design and publication of print and other communication materials.