Philanthropy Sherpas
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Advocating Efficacy and Joy in Your Family Philanthropy

Grantmaking Management

Grantmaking consists of many steps: crafting grant criteria, designing application forms, finding the right organizations to support, communicating with applicants, and reviewing proposals. And, finally, making good decisions and getting the check out the door!
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Then there are after-the-grant tasks: evaluating how well the nonprofit achieved its goal, keeping a database to track your grantmaking and review your success over time, and informing others about your grantmaking activities.

I can be your "staff" to take care of any — or all — of what is typically considered “program officer” work. This is everything to do with the grantmaking process that can be managed on an outsourced basis. My expertise will ensure it is done well, with sensitivity and confidentiality. Back office tasks may include:  
  • Act as public contact for your foundation 
  • Craft and review grant applications and prepare summaries for you or your board
  • Identify "best practices" within each focus area
  • Visit potential grant recipients and/or coordinate visits for you
  • Explore potential collaborations and partnerships
  • Schedule, support and facilitate grant decision-making meetings
  • Ensure grant recipient's use of funds is appropriate
  • Keep records and database of applications and grants made
  • Evaluate the results of the grant -- did they accomplish what you and the nonprofit wanted
  • And others...

No one knows the... philanthropic landscape better than Julia. She is the consummate professional — savvy and experienced, with a true passion for her field.
 

— LaVerne Woods
Attorney & Partner

Davis Wright Tremaine
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Julia Kittross | Philanthropy Sherpas
​Julia@PhilanthropySherpas.com | www.PhilanthropySherpas.com | 206.334.7995 
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  • Home
  • Services
    • Grantmaking Management
    • Retreats & Planning
    • Engaging the Next Generation
    • Learning and Evaluation
    • Board Training & Coaching
    • Interim Staffing & Executive Search
  • Clients
  • About
  • Book!
    • Book Reviews
  • Blog
  • CONTACT