Grant cycles, board materials, and family-office grantmaking workflows that respect the seriousness of the work.
Private foundations are run on the trust of the family or the board. Operations should be quiet, accurate, and never the story. We install the systems that let the foundation focus on grantmaking, not paperwork.
Board materials take a week to assemble and read like they took a week.
Grant cycles depend on one person's memory of past decisions.
Annual filings and 990-PF preparation are a fire drill.
Family members or trustees are asking questions the staff cannot answer in real time.
Intake, review, board memo, and decision-letter workflows that move at the pace of the cycle, not the pace of email.
Agenda generation, packet assembly, minutes drafting, and follow-up actions handled with consistency between meetings.
A discreet internal view of grants, balances, and program impact that family or trustees can read on their own time.
990-PF preparation, payout-rate tracking, and required disclosures organized year-round, not week-of.
Fixed scope, published fee. Here is how each reads for Foundations & Grantmakers.
$3,500
A foundation holds information about people who asked it for help. That record outlives the staff member who collected it, and it is the first thing a compromise would reach.
$4,500
A grantmaker's public record is how an applicant decides whether to spend the effort. Vagueness costs the foundation the applicants it wanted.
Anthony Clemenza is Chairman of The Legacy Foundation and founder of Meridian Philanthropic Group. Their grant operations, donor portals, and compliance systems run in production at supportlegacy.org and meridianphilanthropic.com.