•  Create the foundation's mission statement, funding guidelines, and application materials

•  Assist with the identification and engagement of board members

•  Design foundation administrative systems, including creation of the grants database and report formats

•  Prepare guidelines, reports, communications and other foundation materials

•  Monitor legal compliance, including creation of written grant agreements

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•  Identify critical community needs and philanthropic opportunities

•  Develop a resource-appropriate giving plan that is aligned with the foundation's core values and can
achieve the desired philanthropic impact

•  Establish procedures for reviewing and approving grant proposals

•  Screen and review of proposals and conduct site visits and other due diligence

•  Build and implements systems for monitoring and evaluating active grants

•  Assess grant outcomes and communicate grant impact and lessons learned

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•  Facilitate dialog to establish the foundation's values, mission, vision, and program strategy, and to develop
appropriate strategies to achieve the desired philanthropic impact

•  Build upon core values and goals and create three- and five-year strategic plans for leveraging foundation
resources to support philanthropic focus areas

•  Assess operations and develop a plan to lead toward employing staff

•  Provide coaching and training in fundraising, leadership development, meeting management,
effective communications and team building

•  Coaches boards toward self-staffing or employment of staff

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In some instances foundations seek to raise funds from the private sector to support its work. CCO consultants are trained fundraisers with extensive experience as fundraising consultants and development directors for nonprofit organizations. Collectively, CCO staff has helped raise $100 million for nonprofit organizations.

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