SERVICES
W
M
AVERLY ANAGEMENT LLC offers a broad array of services to facilitate and streamline a range of philanthropic endeavors.
Administering Grantmaking Operations:
- Awards and Distributions - Development of Giving Guidelines - Monitoring and Evaluating Grant Recipients, including design and development of standardized grant recipient reporting documents - Creating and Organizing Request for Proposals (RFPs) - Arranging and Facilitating Board Meetings - Providing Executive Office Meeting Space - Distributing Information for Board Review - Advising on Vision, Mission, and Strategy - Evaluating and Addressing Mission Drift - Initiating Cross-Generational Conversations - Creating and Updating all Printed and Electronic Materials - Drafting and Distributing Press Releases - Event Planning and Management - Providing daily mail, email, web, and telephone service - Coordinating with Other Professional Advisors including, investment managers, accountants, attorneys, custodians - Organizing all Administrative Functions - Managing State and Federal Forms and Timelines - Categorizing and Storing Files - Overseeing Legal, Tax, and Distribution Compliance
Board and Governance:
