The Giving Back Fund, Inc.

The Giving Back Fund offers our expertise and our unique network of relationships to help
make your charitable giving one of the most rewarding things you do in life. The Giving Back
Fund's approach is dynamic, confidential, and completely customized to fit our donors'
unique schedules.

We work collaboratively with the donor to deliver the highest level of personalized services to
him and his team of representatives. Initially, The Giving Back Fund explores, clarifies, and
articulates the donor's philanthropic vision, values, and mission. This may include interviews
with the donor, his family, and anyone else who is involved in his philanthropy such as close
friends, colleagues, and representatives.

Based on our assessments, The Giving Back Fund can provide a range of philanthropic
consulting and management services, including housing donor-advised foundations.

When you work with The Giving Back Fund:
You benefit from our charitable network developed over years in the field. We
regularly meet people from around the country and the world who are interested in
philanthropy and social change. This provides for a unique opportunity to mix-and-
match people we meet with causes and charities that interest them.
You build momentum quickly using our contacts and leveraging our experience.
You share the administrative and management costs of your charitable efforts with
others with whom we are working. These costs may include: day-to-day accounting,
dues and subscriptions, office and administrative expenses, salaries and benefits,
filing fees, and insurance.
You receive one-to-one individualized service. We work with you, and whomever you
designate as your representatives (i.e. agents, publicists, financial advisors), to help
you identify, develop, and implement your vision for your charitable efforts.
You simplify your life by formalizing and centralizing your philanthropic activity. You
can direct all charitable inquiries and requests to us to screen and review. We will
only forward on requests to you that match your predetermined charitable interests
and goals. Other inquiries we will politely decline on your behalf.

We can help you:
- Explore, clarify and articulate your philanthropic vision, values and mission into a
confident and proactive charitable plan that adds to your personal legacy.
- Receive peer advice from some of the nation?s most prominent leaders in
philanthropy and others who have worked with us over time to implement their
personal giving programs.
- Help you select the most worthy beneficiaries of your giving or provide you with ideas,
research and feedback on how to create novel philanthropy.
- Use public relations to advance your goals and spark interest in your ideas.
- Properly evaluate requests for support, assess outcome measurements, negotiate
grant terms and reporting requirements, conduct site visits and meetings with senior
leadership teams on your behalf, conduct post-grant evaluation and results tracking.

Unlike many community foundations, we do not normally charge a percentage of assets
under management. Instead, we provide the initial strategic philanthropic consulting meeting
for free. We meet (preferably in person but it can be on the phone) with the donor and his
team of representatives, family members, and other advisors to discuss his goals.
After the meeting, we prepare our recommendations with several fee options. If the donor
expects to only distribute a few grants during the year, we can offer a percentage of assets or
a nominal flat rate.