Customized Philanthropy Services
Customized Philanthropy Services for Family and Corporate Foundations, Corporations, Individual Philanthropists and Nonprofits
Need help with the day-to-day worries of managing your charitable giving? Be free to focus on what you do best. Our custom philanthropy services include assistance with strategic grantmaking and philanthropy planning, investing charitable assets, and administering crucial day-to-day back-office foundation work. Count on our professional, dedicated staff to help you accomplish your giving goals.
It's easy to set up the customized philanthropy services that are right for you. When you partner with the community foundation, you receive cost-effective solutions, personalized service and professional advice.
Depending on your needs, there are two simple steps to get started:
|1. CHOOSE FROM OUR MENU OF SERVICES|
Contact us at firstname.lastname@example.org or call 650.450.5444 to meet with development staff. We will meet with you to listen to your needs and help you identify which services and options can help you meet your goals.
|2. CREATE A MEMORANDUM OF UNDERSTANDING|
Together we will create an agreement outlining specific services, fees and the timeframe of contract. We can draft an MOU to include any combination of services you desire.
|OR START WITH A CREDIT CARD OR AGREEMENT|
You can set up seminars and web-based trainings with a simple credit card transaction. If you are establishing a nonprofit investment fund, fiscal sponsorship fund or pass through gift, just complete an agreement form in order to begin service delivery.