Administrative Support

Best practices require the maintenance of financial and other documentation regarding the foundation’s activities. Particularly as a family foundation grows in size, and adds family members to its board, the trustees wish to have an easy way to access historical and current information regarding investment performance, grants disbursed, grants approved but not yet disbursed, and expenses. They often employ a part time or full time administrator to take charge of record-retention and informational needs, but have neither the time nor the experience to oversee the administrator’s work.

We oversee both hard-copy and electronic record-keeping for the foundation, and provide direction as necessary to assist the person charged with administrative responsibility. We also assist foundation trustees in defining the qualifications they seek in an administrative assistant, and in the interviewing process.