Pembroke develops, manages, and oversees our clients' philanthropy through the following services:
Advisory services range from helping the donor identify charitable interests and articulate philanthropic goals to preparing a comprehensive plan for foundation operations. Pembroke will organize the initial set-up of a donor’s charitable vehicle, including design of its mission, structure, policies, funding priorities, and grant guidelines.
Pembroke can help a donor prioritize philanthropic fields of interest, types of programs, and recipient populations, and can also independently assess proposals and funding requests. We can keep donors apprised of potential collaborative funding opportunities and bring to the donor’s attention special initiatives within an area of interest. Pembroke researches areas of concern to the donor and prepares position papers on them. These papers provide background on a particular issue and identify alternative funding approaches and potential collaborative funding partners.
Pembroke works with families to help them leave a legacy through charitable giving. Through family philanthropy, family values such as a spirit of giving and community involvement are passed on to future generations. Pembroke helps its clients understand and maximize the important roles that their entire family can play when it comes to philanthropy. Pembroke can facilitate a family tradition of giving with services such as family meeting and board retreat facilitation, involvement of the second and third generations in charitable activities, stewardship training for younger family members and trustees, and succession planning.
Pembroke Philanthropy Advisors manages of all aspects of a private foundation's day-to-day operations. This includes:
Grant Making Services
Developing foundations' operating budget, grantmaking budget, cycle & process
Evaluating and reviewing grant applications
Performing due diligence and conducting site visits
Acting as liaison between the donor and non-profit organizations
Preparing recommendations for funding for foundation trustees
Administrative Services
Preparing and distributing meeting minutes
Handling all correspondence with applicants and grantees
Preparing and distributing external communications materials
Maintaining a database of applications and grants
Preparing year end report on grants
Monitoring and evaluating reports from grantees
Coordinating foundation Board meetings
Bookkeeping, bill paying, and invoicing
Generating grant checks
Preparing materials for the Foundation’s audit and Form 990 PF tax return, including lists of grants and disbursements made during the year
Working with the Foundation’s legal and tax advisors to assure timely reporting and to keep in full compliance with Federal and State regulations
Advisory services range from helping the donor identify charitable interests and articulate philanthropic goals to preparing a comprehensive plan for foundation operations. Pembroke will organize the initial set-up of a donor’s charitable vehicle, including design of its mission, structure, policies, funding priorities, and grant guidelines.
