Our Services to You
|
Named
Funds
|
Signature
Funds
|
Community
Builders
‐endowed‐ |
| Minimum Fund Value |
$25,000 |
$100,000 |
$1,000,000 |
| Philanthropic Services |
|
|
|
| Custom charitable Fund creation |
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| Fund purpose discussion and planning |
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| PhilNet: Philanthropy Network for Broward online Fund information and grantmaking |
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| Grant due diligence |
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| Bookkeeping, accounting and annual audit |
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| Check preparation and Fund correspondence |
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| Personal values, vision & mission development |
|
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| Annual family/private meeting to capture shared values, vision and mission |
|
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| Reports on grants (at a certain level) made by Fund |
|
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| Personal Grants Manager |
|
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| Private, pre‐grant site visits |
|
|
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| Grant research and proposals exclusive to your interests |
|
|
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| Educational Services |
|
|
|
| Access to staff expertise |
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| Newsletter on philanthropy and trends |
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| Philanthropy e‐newsletter |
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| Special Invitations |
|
|
|
| Educational and honor events |
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| Small group forums and seminars |
|
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| Behind the scenes tours |
|
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| Other Services |
|
|
|
| Fund announcement in Foundation publication |
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| Anonymous grantmaking, if requested |
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| Community Builder custom announcement |
|
|
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| Press release to announce Fund |
|
|
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| Community Builder 14K gold pin |
|
|
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| Customized stationery |
|
|
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| Investment Options |
|
|
|
| Money market pool |
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| Diversified investment pool |
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| Recommend other investment manager |
|
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