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Strategic Services
Both new and existing foundations, individual donors, and families with donor-advised funds often find it helpful to consult with us. Our strategic services are useful to new foundations that are not yet staffed, and long-established foundations seek our analysis and assistance in refining their strategic direction or for management services. We guide foundations in developing their grantmaking guidelines, which establishes a clear path of communication with the nonprofit community, improving the grantmaking experience for donors and serving as a resource for the local community and beyond.

Administrative Services
We can take care of all of the back office needs of your foundation: correspondence; data entry; federal and state tax compliance; Form 990-PF filing; general bookkeeping and budgeting; monitoring compliance with by-laws; oversight of the asset management, audit, and finance committee functions; report preparation; and grants management. Our office is our clients' office, and all of our resources are readily available to our clients.

Program Services
Our program services include extensive research about each potential grant recipient. We conduct site visits, attend briefings on community issues, and maintain a positive reputation for the foundation in the community. We can handle all of the nuts and bolts of effective philanthropy: we work with accountants and money managers to set budgets, host distribution meetings, prepare grant reports and annual reports, maintain an individual webpage for each foundation, and oversee all activities to ensure that grantmaking is as rewarding as possible.

Philanthropic Legacy
Family foundations frequently include multiple generations, and their giving is often based on deeply held values and traditions. As a family business, PFS takes pleasure in working with family foundations as they encourage younger members to become actively involved in the process of giving. Through philanthropy, families often discover new, rewarding ways to work together. PFS helps translate family values into mission, vision, and action, treating philanthropic investments with the same diligence a foundation treats its financial investments.

Consulting Services
New foundations, individual donors, and families with donor-advised funds often find it helpful to consult experienced sources. Our consulting services can be very useful to foundations that have achieved their nonprofit status but don't yet have full-time staff, but long-established foundations have approached us for help to learn about a particular program area or to refocus their grantmaking.