Foundation Services

With seven years of experience with a private family foundation, Lea understands the dynamics of family boards and trustees. She can facilitate board planning to ensure strategic, smart giving. With her experience in the nonprofit sector, she can help trustees identify organizations that are effective and meet the mission and vision of the foundation. Lea provides services to foundations, including:

  • Proposal evaluation and site visits
  • Grantee reporting management
  • Administrative oversight of tax, accounting and legal services