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Foundation Services
InterAct for Change is a trusted resource for all types of foundations, charitable trusts, and supporting organizations. Once the strategic planning process is over, the professionals in our Foundation Services office provide the infrastructure to empower your charitable giving.
We are here to do as much of the legwork as you want us to do when it comes to grantmaking, financial and administrative details, leaving you free to engage in the rewards that come from active giving.
Clients have given us resoundingly positive feedback about their experiences with the InterAct for Change approach. They report that InterAct for Change has given them:
- An opportunity to create connections—within their families and their communities
- A lasting legacy of positive change
- A solution to the challenge of creating an impact with whatever energy and resources they have to give
- An awakening about the world and the community
- A deep and rewarding experience
To develop highly satisfying philanthropic experiences, InterAct for Change offers a variety of services to individuals, families, and foundations. Combined, these services are powerful tools to help individuals, families and foundations identify the most engaging and meaningful philanthropic activities. The result is an effective and lasting legacy of hope. Click on the links below to find out more.
Strategic Management
Financial and Administrative Services
Advisory Services
Collaboration
Strategic Management
Strategic management of program development and grant making is the cornerstone to active and effective giving. Our Foundation Services professionals are experts in developing innovative approaches to address local, regional, and national issues. InterAct for Change Foundation Services include:
- Program research and white papers
- Program design and analysis, including special initiatives
- Project and program management
- Development of grant guidelines and procedures
- Proposal reviews and analysis
- Management of requests for proposals (RFPs)
- Site visits
- Grant evaluations
- Measurement and impact studies
- Succession planning
Financial and Administrative Services
Successfully implementing a strategic vision requires a commitment of operating and administrative resources. Administering the details of a foundation, charitable trust, or supporting organization requires technical knowledge of IRS rules and regulations, which can be confusing for families and unstaffed trusts and foundations. InterAct’s skilled Foundation Services staff literally serves as the “office” for your philanthropy. We provide the following services:
- Tracking proposals and grants
- Preparing and monitoring grant agreements
- Handling all correspondence with grantees
- Maintaining files and records
- Preparing information for tax and other filings
- Preparing minutes, annual reports, and other print and web-based materials
- Coordinating with professional advisors, including accountants, attorneys, trust officers, and investment managers
- Managing financial details, including check writing and reporting
- Investing funds, with or without the guidance of your broker or investment manager
- Monitoring regulatory compliance, including IRS spending requirements
InterAct Advisory Services
Especially for those who are new to philanthropic giving, an experienced, trusted advisor is an essential resource. Much like an accountant or attorney, InterAct for Change consults with you in a confidential way to make sure charitable goals are accomplished. InterAct Advisors assists each individual, family, nonprofit or business by establishing a vision, goals, and priorities for creating a foundation or, depending on your situation, a less formal philanthropic program. Advisory services are flexible and uniquely customized to respond to the circumstances of each client. In addition, InterAct for Change has broad expertise in family dynamics and next-generation philanthropic education, which builds stronger family connections and more effective philanthropy. Click here to visit Intergenerational Philanthropic Education.
Collaboration
Collaboration is an effective method for engaging in philanthropy, for often it takes many hands to accomplish change. InterAct for Change and its sister organization, The Health Foundation of Greater Cincinnati, are deeply rooted in the philanthropic community. We have funded and led successful philanthropic collaborations. In addition, we provide links to other individuals and families, foundations, trustees and their staffs, and to national and international grantmaking associations for support, the exchange of ideas, and professional development.