Philanthropic Advisory Services

Focus on the spirit of your giving...

                    and leave the "nuts and bolts" to us!


The Montgomery County Community Foundation provides philanthropic advisory services, acting as counsel to family foundations, businesses and others on crafting a satisfying giving plan. Our expertise lies in our deep knowledge of issues and potential beneficiary organizations in the county and the region. We are also experts in the “craft of giving,” including how to engage children and grandchildren in a family’s philanthropic legacy.

Our Services

We provide customized support to our consulting clients. Following are a few of the ways in which we can support your giving:

     w    Clarify your priority issues and goals 
     w    Fine-tune your giving to be more strategic and effective 
     w    Manage your grantmaking – developing guidelines

             and finding and assessing applicants to recommending

             and evaluating grants
     w    Design ways to engage a group of individuals

             with distinct perspectives and interests and

             support their decision making 
     w    Research issues and develop issues briefings
     w    Arrange community tours and other

             learning opportunities 
     w    Communicate your success externally