“Do all the good you can. By all the means you can. In all the ways you can. In all the places you can. At all the times you can. To all the people you can. As long as ever you can.”
— John Wesley
Non-Profit Services
Private Foundations
Secretary - receive & screen grant requests, board meeting preparation, coordination and facilitation, keep minutes
Treasurer - maintain financial records, coordination with investment advisor, state & federal filings
Impact Analysis & Collateral
Board Member Transition/Onboarding
Operating Charities
Request for Proposal process management
Investment Committee consulting - create or adjust and assist with member transition and onboarding
Partner with investment advisor on vision, mission, and needs