In advising families and trustees on issues of governance and administration, GMA’s team is accessible, experienced and fully engaged.

We continuously reflect on our client experience and field observations, evolve, and provide the best possible guidance. We also develop new skills.

Amy Segal Shorey, Principal at GMA Foundations, has been certified by the National Center for Family Philanthropy to lead family foundations through its Pursuit of Excellence assessment process.

The Pursuit of Excellence project offers the first-ever research-based assessment tool specifically designed to help family foundation trustees understand their current performance relative to their own mission and aspirations, and to the broader field of philanthropy.

The short but powerful Pursuit of Excellence self-assessment process quickly pinpoints strengths and opportunities for improvement in key areas, including legacy, vision, mission, governance, family involvement, board functions, grantmaking, fiscal oversight and foundation management.

Equipped with the assessment results, the board and its Pursuit of Excellence-certified consultant would develop a targeted approach to elevating the foundation’s practice and effectiveness.

With 30 years’ experience advising private foundations on governance, grantmaking and administration, GMA Foundations customizes its services to guide clients in their own brand of transformative philanthropy.

To find out more, please contact Amy Segal Shorey.

Click here, to watch NCFP Senior Fellow Alice Buhl describe the Pursuit of Excellence initiative.