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Distinct
Competencies
Peter Konrad helps foundations develop their philanthropic focus
and become more effective in their charitable activities. He
does not believe it is his role to determine the foundation’s
specific direction but rather to facilitate the process which
brings focus to a foundation’s philanthropy. He can also
be very helpful in the implementation of the foundation’s
mission by using his years of management and financial experience.
Peter is often used as quasi-staff for a foundation without
staff or as a non-voting board member who brings professional
foundation perspective and hands-on experience to the board
room.
The following are specific examples of ways he has assisted
foundations or families in their philanthropy:
Develop Donor and Foundation Focus
by:
Conducting strategic planning retreats enabling foundations
and families to focus on core values, to develop useful and
meaningful mission statements and to delineate foundation goals
and objectives.
Helping families develop their charitable instincts in order
to become focused philanthropists who cause positive change
in their communities.
Assisting founders of family foundation prepare a donor’s
“letter of intent” to assist future generations
of foundation trustees.
Facilitating a process by which foundation trustees consider
the donor’s intent and develop a “foundation personality”
consistent with that original intent.
Reviewing a foundation’s governance and management structure
and making recommendations to the board to improve focus and
efficiency.
Assisting a board of trustees to explore an area of potential
interest by arranging meetings with key individuals and organizations,
providing current background reading, researching the issue
and reporting to the board.
Assist in Family Intergenerational Issues by:
Providing professional oversight to family members’ personal
charitable contributions to assure compliance with tax laws
and the family’s charitable intent.
Mentoring a family foundation’s next generation of trustees
in the art and science of philanthropy.
Providing third party guidance to family foundations as leadership
passes from one generation to another.
Administering a foundation’s trustee-directed grant program
to avoid difficult interfamily dynamics and assure tax law compliance.
Assisting foundations as they consider, develop and implement
a plan of trustee succession.
Create Efficient Operations
by:
Conducting audits of a foundation’s administrative policies
and procedures and making recommendations to its board.
Rewriting grant guidelines to significantly reduce grant requests
outside the foundation’s area of interest.
Assisting an operating foundation to develop and implement a
five-year business plan for growth and expansion.
Developing directed and matching charitable contribution plans
for foundation trustees.
Writing a foundation’s annual report to inform the public
of the foundation’s mission, activities and grant guidelines.
Make Effective Grants by:
Assisting a foundation pursue its mission by developing focused
grant-making programs.
Developing proactive grant-making initiatives that thoughtfully
consider the existing environment and cause focused change.
Helping foundation trustees develop grant making programs that
mirror the foundation’s investment discipline in their
focus on return and outcomes.
Working on behalf of a foundation with nonprofit organizations
supportive of the foundation’s mission, to improve the
governance or administrative capacity of the nonprofit.
Developing a grantee satisfaction survey for a foundation using
Internet technology.
Negotiating gifts to major charitable institutions on behalf
of family members.
Implementing grantee outcome evaluation to assist the foundation
in evaluating the results of its grants and developing the capacity
of the grantee.
Developing grant-making initiatives to proactively solicit grant
proposals from organizations in a focused area of concern to
the foundation.
Provide Financial Stability
and Performance by:
Developing investment policies for foundation boards of trustees.
Implementing a system of financial controls and reporting that
inform the board of the foundation’s financial position
and the results of its activities.
Assisting foundations in the practical implications of private
foundation tax law.
Conducting a search process for foundations in hiring an investment
consultant.
Reviewing foundation investment policies and asset allocation.
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Peter
A. Konrad, Ed. D
Philanthropic Advisor
2965 Akron Court
Denver, Colorado 80238
Phone:
(303) 993-5385
Email:
pkonrad@konradconsulting.com
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