Grantmaking Strategy Advice and Program Development for Donors and Foundations

Effective, strategic and targeted philanthropy involves more than just throwing money at exciting projects and hoping for the best.  Our expert philanthropic advisors can help you to maximize the return on your ocean-related charitable investments.  We can help you to clarify your areas of focus, define your grantmaking approach for greatest impact, and evaluate or modify existing programs and initiatives to adapt to changing circumstances.  

We specialize in helping donors to find their niche by framing key issues and questions, conducting research and investigations, analyzing information, and helping you to work through the important strategic, geographic and subject-area decisions that determine the impact of your grantmaking.  And, if you know WHERE but not HOW or WHO, we can provide you with detailed research about conservation investment opportunities in your specific field of interest.  In some instances, we also host and administer funds for donors through our 501(c)3 community foundation model.

Fee structure:  Consulting services can be solicited on a hourly or contractual basis.  Larger program design services range from $20,000 to $100,000.  Donor and Committee advised funds are charged a flat overhead fee. Please contact TOF President Mark J. Spalding at mspalding@oceanfdn.org to discuss your situation and receive an estimate.

Every project is different, but some of the services we can offer include:
  • Grantmaking Program Design
  • Strategic planning and assessments
  • Fund and grant administration
  • Organization and program evaluation
  • Specific field of interest research and mapping
  • Grantee Assistance and Capacity Building
  • Grantee evaluation
  • Financial and investment advice
 

Our staff has provided integral services for the following organizations and programs:



  • Designed, implemented and managed the Orca Fund for the San Diego Foundation
  • Designed environmental grantmaking program for the San Diego Foundation
  • Designed, implemented and managed the Alaska Oceans Program for Alaska Conservation Foundation
  • Researched and produced a cetacean conservation plan for the National Whale Conservation Fund
  • Designed environmental grantmaking program for the Tijuana Community Foundation
  • Designed environmental grantmaking program for the Fundación La Puerta
  • Designed and manage the Loreto Bay Foundation Fund
  • Designed and manage the St. Kitts Foundation Fund
  • Designed and manage the Pacific Leatherback Turtle Conservation Fund
  • Designed the McAllen Town Center Foundation
  • Researched and produced “Tanzania Marine & Coastal Management Project” Strategy Report for the World Bank
  • Researched and produced “Isla del Coco, Costa Rica” Strategy Report
  • Researched and produced “Northwest Hawaiian Island Coral Reef Grantmaking” Strategy Report
  • Researched and produced “Marine Environments of the Middle East” Strategy Report
  • Researched and produced “Caspian Sea, Azerbaijan Assessment of Potential Opportunities and Challenges” Strategy Report
  • Researched and produced two “North American Development Bank” Strategy Reports for the National Wildlife Foundation
  • Researched and produced “Sea of Cortez” Strategy Report for the International Community Foundation
 
 
 

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