New foundations often find it helpful to consult experienced sources. Our consulting services are especially appropriate for foundations that have achieved their nonprofit status but don't yet have full-time staff. We'll help answer your important questions about your new foundation, such as:

• What are your vision, mission, and goals?
• What is involved with establishing a foundation office?
• What are the laws and best practices regarding board governance and foundation policies?
• What is your (or your family's or board members') desired level of involvement?
• What criteria will guide your grantmaking?
• What methods are used to learn more about the organizations seeking grants in your areas of interest?

Established foundations also use PFS' consulting services because circumstances, perspectives, and regulations change over time. Sometimes an experienced, neutral perspective from beyond the family or current board can be helpful. Here are just a few of the questions we've explored with established foundations:

• When the time comes to include the next generation of family members, how can you avoid potential discord and create a process that will encourage family unity?
• How can you improve or focus your grantmaking program?
• How can you improve or simplify your administration, bookkeeping, and records keeping?
  

Consulting Fees: There is no charge for an introductory meeting. Thereafter, PFS' consulting services can be structured on an hourly, daily, or project basis. Call us at (415) 561-6540 to discuss your requirements.