Current and recent clients

“Mark developed an excellent grant strategy and grant program for us that helped the foundation leverage its $60 million investment in its matching-grants endowment-building initiative into a total of more than $700 million in assets in 39 community foundations across our state.  He also helped build the capacity of the Kansas Association of Community Foundations into a nationally- recognized organization that now supports community foundations across our nation.”

 

Steve Coen
President and CEO of the Kansas Health Foundation

Clients since inception

Ohio Philanthropist

Ohio Philanthropist

Review series of major gift requests; conduct due diligence; negotiate major gifts of $200,000 to $10 million

William Davidson Foundation

Develop mission statement, grantmaking strategy and procedures; manage back office; manage grant making program totaling $100 million over two years

Matilda Wilson Fund

Matilda Wilson Fund

Assess internal operations with focus on efficiency and accountability; work with staff to implement new mandates