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Are you ready to begin this exciting Journey to Significance™? Click
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"It's a matter of having principles. It's easy to have principles when you're rich. The important thing is to have principles when you're poor."
-- Ray Kroc
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| The Gordon Loux Company provides
a comprehensive service to its clients that need assistance
in managing their foundation or grant programs. We can
help you develop proactive programs and understand the
level of involvement you want to have in the day-to-day
operations of these programs. This process ultimately
will give you the freedom to experience the satisfaction
you want with your philanthropy. |
Some of these service areas include:
| Strategic Planning |
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Assisting you in the creation of
your philanthropic vision and mission statement |
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Assisting you in articulating
your core values and operating
principles |
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Assisting you in the articulation
of your philanthropic interests and focus for the foundation |
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Assisting you in creating a philanthropic
program that ultimately accomplishes your vision |
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Developing a plan for accountability
for the accomplishment of your philanthropic goals and
objectives |
| Board Member Development |
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Assisting the current
board members in understanding their current responsibilities
and develop standards of performance |
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Mentor new board members
in how to operate effective board meetings |
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Facilitate board meetings by helping
ensure effective communications between members, and efficient
meeting flow |
| Grantmaking assistance |
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Oversee the entire grantmaking
process |
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Assist in the creation
of grantmaking guidelines and application criteria |
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Assist in the creation of post-grant
evaluation criteria |
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Communication with requesting organizations |
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Research all organizations that
are presented for grant consideration |
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Provide the board or
committee with all necessary information to make a decision |
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Make distributions to
approved grant recipients |
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Assist in the evaluation
of selected grants for compliance |
| Administrative and
accounting support |
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Maintain your accounting
books and financial records to ensure the highest level
of accuracy for the reporting of income, valid distributions,
and cash management |
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Coordination of information
gathering, reviews, and inquiries from attorneys, accountants,
insurance brokers, investment advisors, nonprofit organizations
and others |
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Prepare necessary supporting documentation
for the foundation’s CPA for tax return completion |
| Special projects |
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Provide assistance
to the individual, family or foundation in other special
projects that aren’t listed above. This could include
special program research and development. Or assisting
you research, locate and retain joint venture opportunities
for the donor to work with other like-minded donors to
accomplish a particular goal. |
These services can be provide as
an all-inclusive service or they can be broken apart and performed
individually. Talk
with a coach to see how you can improve your foundation's
giving program.
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