Consulting Services
Research & Evaluation
Social Investing & PRIs
Mergers & Acquisitions
  

   

We train philanthropists, young and old, their foundation staff and their advisors (trained separately) to be more effective in foundation management and strategic philanthropy. Introductory seminars are held regularly and courses are completed by internet. Topics include:

COURSE 1: FOUNDATION MANAGEMENT

  • Foundation Vision Development
  • Foundation Legal Structures
  • Foundation Board Governance
  • Family Involvement Strategies
  • Foundation Investment Management
  • Tax-Effective Foundation Funding
  • Foundation Rules and Administration
  • Foundation Branding

COURSE 2: STRATEGIC PHILANTHROPY
Creating leverage through:

  • More Informed Grants/Better Research
  • Effective Nonprofit Evaluation
  • Program Related Investing
  • Fundraising Grants
  • Collaborations
  • Leadership/Matching/Challenge Grants
  • Financial Leverage Techniques
  • Influencing Policy/Shaping Opinion
  • Prizes and Awards
  • Scholarships
  • Raising Awareness
  • Providing Technical Assistance
  • Venture Philanthropy
  • Franchising Nonprofits

Upcoming Training

October 10-15, 2004
Philanthropy School
The Cannon School of Foundation Management & Strategic Philanthropy at the Kingston Plantation, Myrtle Beach, SC

 

  For more information contact us or request a brochure.
   
 


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