I know I want to make an impact with my charitable giving, but I'm not sure where to start. How can Pembroke help me?
We can help you articulate your philanthropic mission based upon your interests and values. Then, we can help you identify your charitable giving goals and objectives. From there, we can help you develop a plan for your giving.
Can Pembroke help get my children involved in philanthropy?
Yes. We can do this in a number of ways. For example, we can help your children discover their charitable interests through a specific process; we can train the second and third generations in stewardship and governance; and we can identify philanthropic interests, approaches, and interests that cut across generational lines.
Our foundation is just getting started. Will Pembroke help us get organized?
Yes. Organizing and defining your new foundation properly is essential. Pembroke can provide consulting services on a short term basis to guide you through the start-up process.
Will Pembroke do the back office foundation management work once we get set up?
Yes. Pembroke staff will handle the filing and database management, phone calls, grant letters, denials and other correspondence, grant checks, and more. We can manage all of the administrative work for your foundation. Additionally, we can do site visits, proposal evaluation, and grant recommendations.
Does Pembroke provide asset management?
No. Pembroke does not manage money. But we work closely with our clients' asset managers, and we can help them develop investment and spending policies for clients' foundations.
How does Pembroke charge for its services?
Our fee structure is based upon the individual requirements of each client. Advising services are charged on an hourly rate. Larger projects are charged on an agreed upon project fee. Foundation management services are charged as a percentage of the grant making budget, taking into consideration the foundation's level of activity.
Is Pembroke beholden to specific charities?
No. We work for the donor. We seek the best charitable investments for our donors based on research, site visits, and our clients' interests.
Can't my attorney or accountant handle my philanthropic needs?
We work with your trusted advisors to fulfill your philanthropic goals. While your attorney and accountant have important roles to play, we have specific training in program development, grant making, and foundation management.