Grantmaking
Philanthropy Advisors designs and implements grantmaking programs that are aligned with clients’ goals. We offer a broad range of cost-effective services available to meet clients’ particular needs.
- Identify philanthropic mission
- Define goals, strategies, and guidelines
- Research critical areas of interest and current trends
- Solicit grant proposals and create original programs
- Perform due diligence
- Arrange site visits with clients and board members
- Prepare recommendations for family and/or board
- Communicate with and provide technical assistance to grantees
- Assess grant portfolios, define and refine grant strategies, and introduce new grantees
“Philanthropy Advisors worked with us to develop a giving program that honored the memory of a dear family friend and employee, Lizzie Mae Clark. They identified an organization that successfully addressed exactly the issues that mattered most to her – finishing high school and preparation for work – and created something meaningful in her memory. Equally important, when the grantee’s performance slipped, they found new ways to continue the program elsewhere.”
- Elizabeth Coleman, Esq., President, and Robert Stroup, Esq., Treasurer
The Beatrice R. and Joseph A. Coleman Foundation
The Beatrice R. and Joseph A. Coleman Foundation
"Lauren Shenfield helped me realize my vision of enabling women artists to achieve their goals through a no-strings-attached grant. Her research and strategic direction contributed to the development of the program and her management over the last 20 years has expanded its reach. In 2014, 200 women will have received our Award and we are proud to have included over 500 nominators from across the country."
- Anonymous Donor
