HOW WE WORK

We provide comprehensive management services to foundations and philanthropists of all kinds. You focus on doing what you love.

 

 

Getting Started

We’ll explore your needs and wants, then create a customized proposal for our services. We set an annual fee based on a combination of factors including scope of services, estimated total grants (number and dollars), board size, meeting frequency and intensity of involvement.

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Comprehensive

We engage the many skills of our team and our systems to meet all of your needs.

Focused on You

We’re client-centered, positive, strategic, collaborative, lively, thorough and attentive to detail.

Passionate

We’re passionate about changing the world, and we believe philanthropy has enormous potential to do so.

Expertise

FPA has over 80 years of combined experience in foundation management, operations, strategic grantmaking and program management. We’re highly experienced in:

  • Foundation start-up
  • Strategic philanthropy
  • Governance
  • Program management
  • Compliance
  • Next-generation planning
  • Operations

    Customized

    We customize services for you, and we get to know you to determine how best to meet your needs. We take care of all the details so you can focus on the most satisfying aspects of philanthropy—leadership and giving—and provide you with everything you need to make the best decisions and have the greatest possible impact on your community.

    Our Story

    Ellen George joined Family Philanthropy Advisors on its launch in 1999, after providing client services for a multi-family office for several years. Teresa Bonner had a long history in nonprofit and corporate foundation management, following a career as an attorney. We teamed up in 2008 to usher in a new chapter in the firm’s trajectory. Teresa is now based in California. Ellen and the rest of the FPA staff call Minneapolis home. We support foundations and their family members everywhere.