Menu of Services

Below are service categories provided to Supporting Organizations. The donor may wish to perform some services on their own. However, The Foundation is ready to assist in whatever way the donor wishes.

  1. ADMINISTRATIVE

    • Clerical Support

      • Records processing, maintenance, and data input
      • Mail and telephone services (handling inquiries from public/nonprofit organizations)
      • Scheduling meetings

    • Board Coordination

      • Planning Board meetings
      • Preparing agendas
      • Making presentations
      • Keeping minutes
      • Circulating memos
      • Preparing and disseminating unanimous consent resolutions
      • Training and development of Board members


  2. FINANCIAL


    • Accounting
    • Maintaining computerized management system
    • Audit coordination
    • Tax and other filings
    • Quarterly reporting
    • Payroll (if appropriate)


  3. GRANTMAKING


    • Assist in development of grantmaking goals and funding priorities
    • Guidelines preparation and distribution to grantseekers (information on foundation's interests, how and when grant applications should be submitted)
    • Preliminary grant screening
    • Full proposal review and evaluation
    • Staffing grant review meetings and providing input to funding decisions
    • Grant notification
    • Execution of grant agreement/payment/grant monitoring
    • Grantmaker networking/partnering
    • New program development: research/design/implementation
    • Long-range planning
    • Public relations and marketing (preparing press releases, setting up events, producing brochures and other communication materials, shaping foundation's image)
 


OPTIONS FOR GIVING
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ORGANIZATIONS
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CONTACT US: givingteam@sdfoundation.org
The San Diego Foundation / 2508 Historic Decatur Road, Suite 200 / San Diego, CA 92106
619 235 2300 / www.sdfoundation.org

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