Stop Drowning in 990 Reviews & Grant Dockets. We Power Your Family Foundation & DAF Operations.
Free your advisory hours for high-impact donor conversations, multi-generational family governance, and catalytic giving strategies. Our vetted philanthropic virtual assistants handle Form 990-PF audits, Candid/GuideStar charity vet checks, grant pipeline staging, DAF distribution reconciliations, and board docket preparation—overseen by a Free Dedicated Project Manager starting at just $6/hr.
Philanthropic Operations & Grants Desk
GivingData / Foundant / Candid
IRS Form 990 & 501(c)(3) Due Diligence
Verifying active IRS tax-exempt determination, reviewing Form 990-PF disclosures, auditing revenue sources, and cross-checking OFAC/terrorist watchlists.
Board Meeting Dockets & Grant Summaries
Synthesizing LOIs and grant proposals into concise 1-page executive memos, financial health scorecards, and branded family trustee presentation decks.
DAF Disbursements & Grantee Tracking
Executing grant recommendations across Fidelity/Schwab DAFs, logging wire confirmations, chasing tax acknowledgment letters, and monitoring milestone reports.
Battle-Tested Across Grants Management & Nonprofit Research Platforms
Zero training runway. Our virtual assistants are already fluent in Grants Management Systems (GMS), IRS Form 990 analysis portals, donor-advised fund sponsor desks, and foundation compliance vaults.
What Your Philanthropic Virtual Assistant Delivers Every Day
From unburdening family trustees of technical grant dockets to verifying IRS compliance and tracking multi-year gift milestones with absolute fiduciary discretion.
Grantee Due Diligence & 501(c)(3) Vetting
Protect your clients' reputation and tax status. Your VA audits IRS Form 990 / 990-PF disclosures, verifies active 501(c)(3) public charity status via the IRS Select Check portal, runs OFAC/terrorist watchlist screenings, and assesses overhead vs. program expense ratios.
- ✓ Pulls and indexes 3-year historical Form 990s and audited balance sheets
- ✓ Flags private benefit risks, key executive compensation, and conflict indicators
- ✓ Evaluates Candid Transparency Seals (Platinum/Gold) & Charity Navigator scores
Board Meeting Dockets & Grant Summaries
Eliminate last-minute trustee packet scrambles. Your VA synthesizes complex Letters of Inquiry (LOIs) and multi-page grant requests into crisp, 1-page executive summaries complete with mission-alignment tags, requested dollar amounts, budget breakdowns, and voting grids.
- ✓ Formats quarterly board dockets into secure, page-numbered PDF binders
- ✓ Prepares executive slide decks reflecting family philanthropic priorities
- ✓ Records official trustee meeting minutes and grant approval resolutions
GMS Administration & Pipeline Tracking
Keep grant lifecycles organized across GivingData, Foundant GLM, Fluxx, or Submittable. Your VA configures application forms, routes submissions to advisory reviewers, tracks approval stages, and maintains clean grantee contact directories.
- ✓ Stages grant applications through review, board approval, and payout stages
- ✓ Enforces expenditure responsibility agreements for non-501(c)(3) grantees
- ✓ Tracks 5% mandatory annual foundation distribution minimums (IRC § 4942)
DAF Disbursements & Payout Reconciliations
Never let grant distribution paperwork stall. Your VA inputs grant recommendations across sponsor portals (Fidelity Charitable, Schwab Charitable, DAFgiving360), confirms wiring instructions with grantee CFOs, tracks ACH clearances, and reconciles monthly statements.
- ✓ Stages DAF grant recommendations with proper anonymous or named attributions
- ✓ Solicits and archives official IRC § 170(f)(8) contemporaneous gift receipts
- ✓ Reconciles foundation checking accounts against approved grant ledger dockets
Impact Reporting & Grantee Follow-Ups
Hold funded initiatives accountable without burdening your advisory schedule. Your VA tracks interim and final report deliverables, issues friendly reminder sequences, parses impact metrics against agreed KPIs, and compiles visual impact digest summaries for donor families.
- ✓ Automated tracking of 6-month and annual grantee narrative and budget reports
- ✓ Extracts beneficiary statistics, program milestones, and qualitative case studies
- ✓ Flags non-compliant grantees or unspent project funds for advisor review
Sector Landscape Scans & RFP Coordination
When a family office decides to fund a new focus area—such as pediatric mental health, ocean conservation, or community clean water—your VA conducts comprehensive landscape scans in Candid FDO, identifies high-performing regional non-profits, and coordinates closed RFP outreach.
- ✓ Maps nonprofit funding ecosystems, peer foundation grants, and regional gaps
- ✓ Drafts Request for Proposals (RFPs) aligned with family donor intent
- ✓ Organizes site-visit itineraries and trustee interview briefing dossiers
How Sagedoer Works: Hands-Off Philanthropic Support
Stay focused on high-level donor relationships, tax-advantaged estate strategies, and family retreats while our managed team executes your grant cycles and compliance dockets under dedicated PM oversight.
Submit Requirements
Share your advisory workflow: your active foundation clients, GMS platforms (GivingData, Foundant, Fluxx), DAF custodians, annual grant volume, and upcoming board docket deadlines.
Finalise the Deal
Our dedicated Project Manager connects with you to review confidentiality agreements (NDAs), establish secure access protocols (1Password / 2FA), and formalize custom diligence templates.
Expert Execution
Your assigned VA runs the operational grant desk—vetting 990s, preparing dockets, and logging disbursements. Your dedicated PM conducts daily quality audits on diligence memos before you review them.
Pay Only for Output
You are billed strictly for logged working hours dedicated to your advisory practice. Project manager oversight, quality audits, and cross-trained backup coverage are 100% free.
Traditional Freelance Portals vs. The Sagedoer Advantage
Why boutique philanthropic consultancies, multi-family offices, and foundation managers choose Sagedoer's managed operations over unvetted gig platforms.
| Evaluation Metric | Traditional Freelance Platforms | The Smart Choice: Sagedoer |
|---|---|---|
| Platform & Management Fees |
✕ Hidden Markups Up to 40% in hidden platform markups, freelancer bidding fees, and monthly client membership charges. |
✓ 0% Hidden Fees Pay strictly for hours worked. Dedicated Project Manager included at absolutely no extra charge. |
| Daily Docket Supervision |
✕ Advisor Micromanagement You must personally supervise daily grant filings, verify 990 financial tables, and audit time logs. |
✓ Single Point of Contact Dedicated Project Manager delegates tasks, audits diligence consistency, and enforces response speed. |
| Philanthropic Sector Fluency |
✕ Zero Context Generic freelancers do not understand Form 990-PF line items, DAF sponsor rules, or expenditure responsibility. |
✓ Philanthropy-Trained Talent Trained on Candid FDO, GivingData, Foundant, IRS Select Check, DAF disbursement workflows, and board dockets. |
| Hiring & Deployment Speed |
✕ Weeks of Sifting Endless cycles of reading resumes, testing confidentiality ethics, and interviewing unvetted applicants. |
✓ Instant Delegation Instant delegation. We immediately assign a vetted philanthropic operations specialist ready within 24 hours. |
| Billing & Invoicing |
✕ Fragmented Invoices Multiple confusing contractor invoices across varying payment gateways, currency conversions, and escrow. |
✓ Consolidated Invoicing Simple, unified, centralised USD invoicing with clear itemized reports of all hours worked. |
| Turnover & Workflow Continuity |
✕ Abandoned Board Cycles If a freelancer disappears during year-end tax giving or quarterly board meetings, operations fall into crisis. |
✓ Zero-Downtime Backup Seamless internal replacements managed by your PM with zero re-training or operational disruption. |
Simple, Value-Packed Pricing
Zero setup fees. Zero platform tax. No lock-in contracts. Pay strictly for hours of productive grant desk and due diligence support with full project manager oversight included.
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Leading Giving Strategists & Foundation Leaders
See how independent philanthropic advisors, family office directors, and grant consultants scaled their client capacity while maintaining flawless compliance.
"We advise five multigenerational family foundations disbursing $14M annually. Before Sagedoer, preparing board meeting dockets was an all-weekend ordeal. Our VA extracts Form 990 financials, verifies 501(c)(3) validity, and binds 90-page dockets inside GivingData with zero errors. It has completely transformed our practice."
"Year-end giving used to be absolute chaos between Schwab DAF grant recommendations and wire clearances. Sagedoer’s VA logged 110 grant distribution files, verified wire details with nonprofit development offices, and gathered 100% of contemporaneous gift receipts before January."
"Conducting sector landscape scans on regional community food security in Candid FDO used to eat 20 billable hours per client. My Sagedoer assistant maps nonprofit budgets, identifies key executive leadership, and formats clean comparative tables that our donor clients love."
"The Free Dedicated Project Manager is the secret weapon. Having a single point of contact who checks every due diligence checklist against our strict internal rubric means I review finished, polished products rather than proofreading drafts. We doubled our client roster in 9 months."
"We advise five multigenerational family foundations disbursing $14M annually. Before Sagedoer, preparing board meeting dockets was an all-weekend ordeal. Our VA extracts Form 990 financials, verifies 501(c)(3) validity, and binds 90-page dockets inside GivingData with zero errors. It has completely transformed our practice."
"Year-end giving used to be absolute chaos between Schwab DAF grant recommendations and wire clearances. Sagedoer’s VA logged 110 grant distribution files, verified wire details with nonprofit development offices, and gathered 100% of contemporaneous gift receipts before January."
"Conducting sector landscape scans on regional community food security in Candid FDO used to eat 20 billable hours per client. My Sagedoer assistant maps nonprofit budgets, identifies key executive leadership, and formats clean comparative tables that our donor clients love."
"The Free Dedicated Project Manager is the secret weapon. Having a single point of contact who checks every due diligence checklist against our strict internal rubric means I review finished, polished products rather than proofreading drafts. We doubled our client roster in 9 months."
Frequently Asked Questions
Practical answers to common questions about confidentiality, IRS Form 990 due diligence, GMS migration, DAF workflows, and board cycle management.
Scale Your Philanthropic Advisory Practice.
Discuss your current foundation client load, GMS setup, upcoming board docket cycles, and diligence bottlenecks. We match you with a philanthropy-trained VA and dedicated project manager within 24 hours.
Specify Your Philanthropic Support Requirements
Submit your requirements below. We review your current GMS software, foundation client headcount, and diligence volume to present a custom operational support proposal within 24 hours.