WHAT WE DO

We have included a brief description of our core services. While these are the most sought-after requests, we also provide niche packages when needed. We invite you to setup a consultation or email us to explore your specific needs.

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Foundation Start-Up Services

Forming a family foundation can be the most significant legacy you can provide for the future generations. It will allow your family to work together in philanthropy and enhance the direction and quality of the communities you want to serve. We walk you thru the entire start-up process.

General Office Administrative & Support Services

We offer a full range of services which include planning, directing and coordinating activities that help your organization run efficiently.

Budgeting & Accounting

We create specialized accounting plans as well as spending policies and budgets.

Grants Management
& Administration

Developing and implementing a grant-making plan based off your vision, mission and strategic goals.

Meetings Management

Board meeting management that includes creation of board & grant books, planning and operations of the meeting, meeting reminders, development of meeting agendas, recording/transcribing minutes and creating finalized meeting reports.

Compliance

AG Partnerships keeps up-to-date on new rules and regulations facing private foundations, community foundations and private donors. We collaborate with your CPA or Compliance Office to ensure all rules and regulations are being followed.

Risk Management & Insurance

We work with each of our clients to assess their risks and bring insurance options for them to consider.

Strategic, Business and Long-Range Planning

Facilitate a thoughtful assessment to align goals with organizational values creating a bold plan of action year-to year, thru a difficult season or long term.

Board
Leadership

Overseeing a plan to assess, strengthen and energize your board members to meet the challenges of today and tomorrow.

Financial Statements and Taxes

Reconciling monthly bank statements, investment statements and other pertinent financial records are a part of our services. We also work with an outside accounting firm in the filing of the 990PF.

AG PARTNERSHIPS