Our Services

Our custom-tailored services are designed to meet the unique goals and objectives of individuals, families and private family foundations seeking to make the most of their giving and to take their philanthropy to the next level. While many families share a deep interest and commitment to giving back and to making a positive difference in the world, we know first-hand that many also feel that they just don’t have access to the right information, knowledge, and expertise they need to be truly effective in their charitable giving or to actually realize the impact and benefit of their philanthropy.

Affinity offers a broad spectrum of customized support and services to bring your philanthropy to life and to create custom solutions that also educate, involve, and engage all members of your family in fulfilling the vision and mission of your giving.

ADMINISTRATION

  • Day-to-day management

  • Executive leadership

  • Monthly, quarterly and annual reporting

  • Oversight of financial and accounting processes

  • Assistance with tax preparation and annual audit

  • Interface with outside professional advisors
     

Grantmaking

  • Grants program design

  • Strategic grants

  • Nonprofit research and review

  • Grant agreements

  • Grants management

  • Grant reporting and final evaluations

  • Expenditure responsibility grants

  • Program-Related Investments (PRI) 

Philanthropic Advising

  • Vision and Mission

  • Strategic planning

  • Best practices review

  • Impact evaluation

  • Co-funding and collaborative opportunities

  • Site visits and grantee relations

  • Legacy planning

  • Education and training

  • Research and program design

Board Governance

  • Board design and processes

  • Board development

  • Preparation of Board Books

  • Preparation of Meeting Minutes

  • Meeting preparation and Agenda

  • Online and communications support

  • Legal and tax compliance and monitoring

  • Succession planning

  • Junior and Adjunct boards