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Management
Implementing a philanthropic vision requires diligent oversight
of operational and administrative procedures. Philanthropy
Advisors’ skilled staff:
- Represent clients in philanthropic and nonprofit communities
in the U.S. and abroad
- Work cooperatively on clients’ philanthropic planning
with their financial advisors and managers, accountants,
and lawyers *
- Coordinate with advisors in their preparation of financial
statements and tax returns
- Negotiate agreements with grantees and transmit payments
- Administer giving programs
- Maintain files and records
- Provide check-writing services and maintain bank accounts
- Analyze and audit how grant money is used
- Prepare annual reports and business communications
- Organize meetings, prepare minutes, and provide clerical
assistance
- Serve as clients’ philanthropic office, providing
them with an office address and phone number, as well as
meeting rooms
*Philanthropy Advisors is not
a repository for donor funds.
“The staff has helped me figure
out how to give money strategically and to create a meaningful
program of support for organizations working in my areas of
interest: the arts, education, and Jewish life. They often
represent me at important meetings throughout the City, negotiate
terms of major grants on my behalf, and interface with my
family office with regard to check writing and transmittal
letters. Most important, they have taught me how to say ‘no’
and still keep my friends.”
Laurie M. Tisch
President
The Laurie M. Tisch Foundation
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