Creating Grantmaking Strategies

Grantmaking programs are the ultimate expression of a foundation’s charter mandate and mission. Having served as executive vice president of The Phelps-Stokes Fund, the first family foundation in American philanthropic history, Ron Wells brings experience and perspective to help foundations shape their program strategies to fulfill their mission more effectively. These services include all aspects of pre- and post-grant management, including proposal review and evaluation.


Grantee Perception Reports

The Wells Philanthropic Group pioneered surveys that accurately record the perceptions of foundation grantees and other stakeholders. Foundations have found that grantee perception reports have proved to be useful in assessing outcomes and guiding strategic planning.

Strategic Planning

In an interactive environment, we conduct retreats, workshops, and trainings to develop grantmaking strategies aligned with the foundation's strategic plan.

Preparation of Grant Guidelines, Annual Reports, Publications

We offer consulting services in drafting or revising publications for communication with the grantmaker's constituency and enhancing public understanding of the foundation's work.

Further Reading