Board Development
A highly-functioning board of directors is important to the
health of your foundation. ALPS Foundation Services provides
board development training on board roles and
responsibilities, leadership evaluations, policies and
by-laws, committee structure, action-packed agendas, and
more.
Strategic Planning
What is the long-term
vision of your foundation? If you can't spell it out quickly,
you may be lacking a strategic plan. A strategic plan is
important in vesting the board of directors with a sense of mission
and purpose, and is an excellent measuring stick of organizational
progress. The challenge is getting to an agreed upon
strategic plan, given the differing opinions of board members,
staff, volunteers, and donors. ALPS Foundation Services can guide
you through the process.
Retreat and Meeting Facilitation
ALPS Foundation Services facilitates board retreats and meetings
for private foundations. Our experience has shown it is often
more effective for a third party to guide certain discussions and
meetings. We aim to achieve results efficiently, while
creating an open forum for the views of all parties
involved.
Board and Committee Support
We support board and committees with meeting agendas, materials,
notes, facilitation, and meeting set-up services.
Staffing
ALPS Foundation Services can staff a private foundation or a
particular activity in its entirety. For foundations without
full-time staff, ALPS Foundation Services can field all public
requests for information, and those inquiries will be handled in a
timely manner. If your staff is stretched thin at particular
times of the year, or during a particular activity, ALPS Foundation
Services can step in to complete the tasks or activity.
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Foundations are primarily mission-based organizations, but the
business side requires a great deal of time and thought. ALPS
Foundation Services can manage the details of your Foundation's
finances, including complete bookkeeping and accounting services,
compliance with Form 990 requirements, corporate filings, an other
required informational reporting.
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As grant cycle deadlines approach, charitable foundations become
inundated with calls and mail. It takes time -- a lot of time
--to accept applications, screen eligibility, prepare proposal
summaries, respond to applicant inquiries, and draft award and
denial letters.
ALPS Foundation Services provides day-to-day grant maintenance for
your grantmaking program. We offer the following services,
and more:
- Timely response to public requests for foundation guidelines
and application materials
- Reviewing grant applications for completeness
- Screening grant applicants for eligibility
- Preparation of proposal summaries
- Ensuring, if necessary, the leadership capability and financial
soundness of new applicant organizations
- Preparing award and denial letters
- Preparing grant checks for disbursement
- Tracking grantmaking activities
- Scheduling and coordinating trustee meetings
- Tracking grantee compliance and accomplishments, providing
timely updates to trustees
- Coordinating site visits of trustees to grant recipients
The above tasks take time and effort. For small foundations with
few or no staff, it can be overwhelming. ALPS Foundation
Services is a cost-efficient alternative that will pay
long-term dividends in the efficiency of your private foundation,
without the need to seek additional staff. Services provided by
ALPS Foundation Services are performed in strict accordance
with guidelines set forth by the foundation's board of trustees
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