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ServicesAdvisoryCharitable Foundation ServicesGrant Analysis & Due Diligence

Grant Analysis & Due Diligence
Casse Tate Partner
P 317.580.2153
Mark Bernstein Partner
P 317.580.2036
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The Scrutiny You Need, the Expertise You Trust

Working together with our strategic partners, we can customize each of our consulting engagements to meet the varying needs and priorities of each private foundation. So, whether your foundation is just beginning or is well-established, our services are designed to make your grantmaking easier and more effective:

  • Developing, reviewing, and assessing grantmaking strategy, guidelines, and procedures
  • Developing, implementing, and facilitating grant application and screening processes, including substantive review, due diligence, site visits, and follow-up
  • Researching issues, programs, unmet needs, and not-for-profit agencies in your interest areas
  • Providing connectivity to community resources and potential collaborative partners
  • Shaping grantmaking opportunities in your interest areas
  • Facilitating meetings, including preparation, staffing, and hosting

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