Foundation Services

BK Foundation Advisors has more than four decades of professional experience growing and innovating foundations and nonprofits in San Diego. We offer a full suite of services to help you make your giving strategic and meaningful. 

At BK Foundation Advisors, we offer support and guidance to help foundations be a force for good in the world.

BOB KELLY

What We Do

Vision and Strategy

BK Foundation Advisors will work with you to transform your values into real goals and objectives that will create lasting change in the community. 

Marketing and Branding

BK Foundation Advisors can help you translate your vision, values, and spirit of giving into a tangible brand. Our team can assist with website creation, digital marketing, social media, copywriting, newsletters and media relations.  

Board Meeting Preparation

We can assist with drafting agendas, financial and other reports, and providing status updates so that board members are informed, and meetings run smoothly. 

Grantmaking Services

BK Foundation Advisors will help you streamline your grantmaking process and focus your efforts to ensure your giving is maximized.  

  • Research, site visits, and all other due diligence required to make sure your money is spent appropriately 
     

  • Defining areas of focus and identifying potential transformational grant opportunities 
     

  • Inspiring intergenerational involvement

  • Establishing a user-friendly online portal for applications, midterm and final reports, and other agency communications 
     

  • Connecting you to agencies and nonprofits within your designated focus areas 
     

  • Creating a fair grant evaluation process 
     

  • Ensuring minimum distribution and all other federal requirements are met 

Metrics and Analytics

Are your programs successful? How does your foundation measure impact? BK Foundation Advisors will evaluate your programs and work with you to set up reporting structures and benchmarks needed to evaluate their effectiveness in the community. 

Leadership Retreats

Engaging family, committees, and board members is crucial to the success of your foundation. We will work with you to organize your priorities and plan an inspiring event that energizes your team and achieves optimal results. 

Succession Planning

Every foundation needs a plan for bringing on new board members over time. Family foundations may need support bringing younger family members up to speed and preparing them to be effective grantmakers. The BK team can guide this process and help your foundation define a long-term path for cultivating the next generation of leaders.

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Contact Us

P.O. Box 60515
San Diego, CA 92106

(619) 347-9936

Copyright © 2020 BK Foundation Advisors