Nonprofit Foundation Management

Invoke offers comprehensive operational services, including grantmaking strategies, corporate philanthropy, governance support, and impact measurement, ensuring effective management and alignment with philanthropic goals.

Pa retirement planning clients

Testimonials

The CommunityAid Foundation would work with Ivy again and recommend her wise counsel and cutting-edge insights for any nonprofit.

~ Steve Sullivan, CEO
   CommunityAid

“Engaging Ivy was the best thing we could have done”

~ King Knox and Darryl Gordon
   Lancaster County Career & Technology Foundation

    Our Foundation Management Services

    Invoke provides comprehensive support for private, family, corporate, and community foundations and engagement efforts. We focus on services that are crucial for foundations to operate efficiently and maximize their philanthropic impact.

    Our services include:

    Corporate Philanthropy

    Developing and managing a company’s charitable giving so that corporate resources (funds, products, and employee time) support community needs, align with business values, and create meaningful social impact.

    Giving/Grantmaking Strategies

    Defining funding priorities, developing criteria for grantee selection, and organizing technology/communication to connect with applicants.

    Governance Support

    Developing governing policies, operationalizing goals, providing board training, and advising on nonprofit management.

    Impact Measurement

    Establishing systems to assess the effectiveness of philanthropy
    These services allow foundation leaders to focus on the mission while saving time and improving transparency and accountability.
    Let's Talk Foundations
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    0%
    of foundation leaders reported increased demand for grant funding
    0%
    of foundations have no full time program staff
    0%
    lower turnover among new hires at purpose-driven companies

    We Recognize the Challenges that Foundations and Corporations Face

    Our expertise ensures that your organization operates at peak efficiency while achieving its philanthropic goals.

    Complex Regulations

    Managing a foundation requires adherence to strict legal and tax compliance standards.

    Resource Needs

    Establishing and managing a foundation demands significant time, expertise, and financial investment.

    Community Needs

    Foundations must invest time in truly understanding the communities they aim to serve to ensure funding is relevant, equitable, and impactful.

    Measuring Impact

    Foundations must define and track outcomes to ensure their funding creates meaningful, measurable change.

    How We Customize Our Foundation Management Services

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    We understand that every nonprofit has unique needs. Our customization process includes:

    • A free consultation to discuss your organization's needs and how Invoke can help.
    • Confirming the goals for our time together.
    • Crafting a proposal, if needed.
    • Services provided at an hourly rate or through customized packages.
    • In-person and virtual options are available.
    Let's Talk Foundations

    Here’s Why Clients Trust Us

    Proven Experience

    Direct experience managing foundations with high client satisfaction rate.

    Customized Solutions

    Tailored strategies designed to meet the unique needs of each foundation.

    Impact-Focused Approach

    Our data-driven methods ensure measurable results for every initiative we support.

    Ready to Strengthen Your Foundation?

    Contact us today for a customized approach for your philanthropic priorities.

    Schedule Your Free Consultation