more information about the specific areas described below,
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new and existing foundations, individual donors, and families with donor-advised
funds often find it helpful to consult with us. Our strategic services
are useful to new foundations that are not yet staffed, and long-established
foundations seek our analysis and assistance in refining their strategic
direction or for management services. We guide foundations in developing
their grantmaking guidelines, which establishes a clear path of communication
with the nonprofit community, improving the grantmaking experience for
donors and serving as a resource for the local community and beyond.
We can take care of all of the back office needs of your foundation: correspondence;
data entry; federal and state tax compliance; Form 990-PF filing; general
bookkeeping and budgeting; monitoring compliance with by-laws; oversight
of the asset management, audit, and finance committee functions; report
preparation; and grants management. Our office is our clients' office,
and all of our resources are readily available to our clients.
Our program services include extensive research about each potential grant
recipient. We conduct site visits, attend briefings on community issues,
and maintain a positive reputation for the foundation in the community.
We can handle all of the nuts and bolts of effective philanthropy: we
work with accountants and money managers to set budgets, host distribution
meetings, prepare grant reports and annual reports, maintain an individual
webpage for each foundation, and oversee all activities to ensure that
grantmaking is as rewarding as possible.
Family foundations frequently
include multiple generations, and their giving is often based on deeply
held values and traditions. As a family business, PFS takes pleasure in
working with family foundations as they encourage younger members to become
actively involved in the process of giving. Through philanthropy, families
often discover new, rewarding ways to work together. PFS helps translate
family values into mission, vision, and action, treating philanthropic
investments with the same diligence a foundation treats its financial
New foundations, individual donors, and families with donor-advised funds
often find it helpful to consult experienced sources. Our consulting services
can be very useful to foundations that have achieved their nonprofit status
but don't yet have full-time staff, but long-established foundations have
approached us for help to learn about a particular program area or to
refocus their grantmaking.