Knox-Woollard
                      Professional Management,LLC

Organizational Management and Philanthropic Advising

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Our Customized Service Options Include:

Organizational Support and Resource Leveraging

• Provide Day-to Day Organizational and Financial Management and Reporting
• Coordinate Meetings and Conferences
• Identify Opportunities to Leverage with Other Community Resources
• Conduct Strategic Planning
• Support Marketing and Public Relations

Philanthropic Initiatives

• Conduct Issue-based Research
• Provide Objective Not -for- Profit Evaluation
• Create Requests for Funding
• Identify Best Practices
• Design and Implement Philanthropic Initiatives
• Conduct Due Diligence and Site Visits
• Evaluate Philanthropic Performance and Impact

Philanthropic Advising

• Create Individual Giving Plans
• Support Generational Transfer of Philanthropic Values
• Connect with Appropriate Organizations and Initiatives

Service Delivery:
Services May be one-time or part of an on-going engagement through:

• Customized Management Services
• Individual Consultation
• Group Facilitation
• Workshops
• Partnerships with other Professional such as Wealth Advisors and Estate Lawyers

TO CONTACT US:
3355 Bee Cave Rd, 301B
Austin, TX 78746
Phone: 512-217-6862
Fax: 512-327-4937
E-mail: knoxwoollard@sbcglobal.net

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