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Philanthropic Advisory Services (PAS) is our in-house team of subject matter experts with decades of experience in philanthropy, foundation leadership, private and corporate grantmaking, and wealth planning. They have managed grantmaking portfolios of $2 – $90 million.

Its members also have extensive experience in the wealth management sector, working with ultra-high-net-worth individuals, families and companies. PAS provides guidance to private and corporate foundations of any age and size. With deep knowledge of philanthropic practices, our experts can guide you in myriad areas.

Our team of seasoned philanthropic advisors partner with clients to:

FS-slashes-40Identify & reach philanthropic goals

FS-slashes-40Manage foundation transitions

FS-slashes-40Experiment and innovate

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Areas of Expertise

Governance
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  • Establishing a board
  • Creating decision-making approaches
  • Facilitating a board meeting
  • Developing a succession plan

Program Development & Management
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  • Maximizing the giving capabilities of private foundations
  • Creating programs with measurable impact
  • Developing philanthropy beyond grantmaking

Leadership & Staff
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  • Defining staff roles
  • Transitioning to new leadership
  • Professional development for board members and staff
  • Identifying opportunities to engage with other funders and nonprofits

Asset Growth
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  • Adjusting giving goals when foundation assets increase
  • Meeting a suddenly higher minimum distribution requirement

Strategic Planning
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  • Determining focus areas
  • Crafting a mission
  • Setting long- and short-term goals
  • Evolving foundation priorities

Next-Generation Family Engagement
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  • Engaging younger generations in the family foundation
  • Unifying diverse generations through the foundation

Sunsetting
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  • Defining a model for spending down a foundation’s assets

Monitoring and Evaluation
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  • Measuring impact of charitable activities
  • Conducting an annual review

Grantmaking
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  • Cultivating and managing grantee relationships
  • Streamlining grantmaking processes
  • Building grant selection criteria

Corporate Philanthropy
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  • Establishing and managing a corporate foundation
  • Introductory or advanced skill development in grantmaking, due diligence, communications, leadership transition and governance
  • Guiding the foundation through a company merger

PAS Offerings

Depending on a client’s level of engagement with Foundation Source, access to PAS guidance may be included in their service agreement with our firm. All clients have access to PAS beyond what is provided in their service agreements through custom engagements for an additional fee.

Custom Engagements

Clients of any asset level may request a custom engagement with PAS to address specific needs, such as strategic planning, board meeting facilitation and next-generation involvement. Pricing for custom engagements varies according to the scope of work required.

Who We Partner With Often Ask…

”This generation of the family has operated the foundation for years; it is time to think about engaging the next generation and start thinking about the future of the organization. Can you help?”

Foundation leaders who are preparing for leadership changes

”We started a business together 25 years ago; now we want to devote our time to philanthropy. We have never operated a foundation before. Where do we start?”

Successful businesspeople preparing to shift their focus

”We have made grants for years but we want to be more innovative with our giving and want to engage our nonprofit partners in new ways. How do we make this change?”

Experienced philanthropists who want to pivot

Ready to get started?

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Or, call us at 800-839-0054