Make the most of your high-impact opportunities with partnership and professional guidance. 

Effective philanthropy requires time, expertise, and careful management. From designing thoughtful grant programs to maintaining strong relationships with grantees and tracking results, the administrative and strategic demands can become overwhelming for donors and foundations to take on solo. With TPI’s Foundation and Grants Management services, we ensure funding reaches the right partners, supports meaningful work, and delivers lasting results while effectively and clearly communicating with your grantees. 

HOW WE CAN HELP

  • Research key issues and unmet needs aligned with the funder’s goals 
  • Identify best practices and exemplary giving models 
  • Develop and disseminate grantmaking guidelines and strategic initiatives 
  • Design and implement RFPs, LOIs, and leveraging strategies to enhance impact 
  • Review and conduct due diligence on domestic and international grant opportunities, including IRS-required procedures such as equivalency determinations and expenditure responsibility 
  • Screen preliminary proposals and facilitate review processes for trustees or external advisors 
  • Conduct in-depth due diligence on proposals of interest, including site visits and grantee conversations 
  • Negotiate and follow up with applicants as needed 
  • Provide training and guidance for staff or trustees 
  • Prepare materials to support decision-making meetings (e.g., agendas, dockets, analyses) 
  • Create, implement, and manage grants tracking systems 
  • Post-grant cycle monitoring and evaluation 

“This family had never been involved with philanthropic activity at this level, and suddenly overnight had the responsibility to handle a big grantmaking budget every year. They didn’t know how. TPI helps make the administration of the foundation so much more meaningful than if the family were administering it on their own.”

Andy Stamelman, Trustee, Benjamin Foundation