Bennett Financial Direct Services

Charitable Society and Foundation Consulting

 

Is your foundation fully achieving its goals?  Is your foundation’s mission statement a compelling one?  Do your current by-laws allow your foundation to be all that it can be?  Has your foundation fully developed its flow-through and endowment capability?


Does your foundation have policies in place such as a Donor Recognition Policy, a Portfolio Management and Spending Policy, an Investment Policy?


Is your foundation reaching everyone that it should by developing and maintaining an active and current database of donors; by email marketing current and potential donors, and by developing an effective website?


Let Bennett Financial help your foundation reach its potential by:

  • developing its own business plan,
  • developing a comprehensive database capability,
  • designing an effective website,
  • formulating a marketing plan.