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Menu of Services

The Foundation is prepared to provide a variety of services to Supporting Organizations. Donors may wish to perform some services on their own, though The Foundation is ready to assist in whatever way is needed. Here is The Foundation’s menu of services. If you don’t see the service you’re hoping to receive please contact us at GivingTeam@sdfoundation.org or 619-235-2300.
 

Administrative

Clerical Support

  • Records processing, maintenance, and data input
  • Mail and telephone services (handling inquiries from public/nonprofit organizations)
  • Scheduling meetings
Board Coordination

  • Planning board meetings
  • Preparing agendas
  • Making presentations
  • Keeping minutes
  • Circulating memos
  • Preparing and disseminating unanimous consent resolutions
  • Training and development of board members 

Financial

  • Accounting
  • Maintaining computerized management system
  • Audit coordination
  • Tax and other filings
  • Quarterly reporting
  • Payroll (if appropriate)

Grant Making

  • Development of grant making goals and funding priorities
  • Guidelines preparation and distribution to grant seekers
  • Preliminary grant screening
  • Full proposal review and evaluation
  • Staffing grant review meetings and providing input to funding decisions
  • Grant notification
  • Execution of grant agreement/payment/grant monitoring
  • Grant maker networking/partnering
  • New program development: research/design/implementation
  • Long-range planning
  • Public relations and marketing including preparing press releases, setting up events, producing brochures and other communication materials, and shaping the foundation's image.