What We Do

Meeting Coordination

Consistent coordination maximizes productivity for decision-makers and the foundation as a whole.

Private Foundation Services:

  • Schedules, facilitates, attends and documents foundation meetings
  • Provides a bound meeting booklet to each board member prior to every meeting that includes
    • agenda
    • minutes
    • review of grants paid to date
    • grant commitment schedule
    • estimated required minimum distribution
    • grant proposals for consideration
meeting-coordination
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