Foundations & Grantmakers
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.
When the firm
is ready for The Private Standard.
- 01
Board materials take a week to assemble and read like they took a week.
- 02
Grant cycles depend on one person's memory of past decisions.
- 03
Annual filings and 990-PF preparation are a fire drill.
- 04
Family members or trustees are asking questions the staff cannot answer in real time.
The systems.
Grant cycle operations
Intake, review, board memo, and decision-letter workflows that move at the pace of the cycle, not the pace of email.
Board materials
Agenda generation, packet assembly, minutes drafting, and follow-up actions handled with consistency between meetings.
Family or trustee dashboard
A discreet internal view of grants, balances, and program impact that family or trustees can read on their own time.
Compliance and filings
990-PF preparation, payout-rate tracking, and required disclosures organized year-round, not week-of.
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.