The Philanthropy Services Group was established as part of First Foundation Bank’s mission to enhance the wealth and well-being of our clients by developing meaningful giving programs aligned with clients’ values.

Our team has extensive experience working with individuals, families, corporations, public charities, and private and community foundations.

  • Strategic Planning & Clarification of Values
    • Clarify mission, vision and values
    • Governance
    • Funding strategy
    • Grant making procedures
    • Criteria and award guidelines
    • Desired outcomes
  • Foundation Administration & Program Management
    • Research & due diligence
    • Site visits
    • Custom websites
    • Online portal and application
    • Record keeping & minutes
    • Board meetings & selection process
    • Bookkeeping and filings
    • Grant agreements & disbursements
  • Board & Next Generation Engagement
    • Junior board development
    • Team building
    • Training
    • Off-site meetings
    • Multi-generational site visits
    • Collaboration with other funders

Our team has extensive experience working with individuals, families, corporations, public charities, and private and community foundations.

Philanthropy Services provided by First Foundation Bank, Member FDIC, Equal Housing Lender