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Foundation Management

An Oklahoma based company serving private foundations, charitable organizations, and nonprofit communities across the United States.

With more than 200 years of combined experience, the Foundation Management team can successfully assist organizations throughout various development stages. Services include policy development, administrative processes, strategic and succession planning, board development and retreats, facilitated conversations, foundation start-up, and almost all other aspects of implementing your charitable giving program.

History and Staff

In October 2000, Frank W. Merrick formed Foundation Management. The knowledge Merrick acquired as a trust officer, professional development officer, and director of his own family foundation equipped him with the perspective needed to assist others in their philanthropic goals.

What began with one staff member and three clients has grown into a team of 10 who serve 25 clients across the U.S.

Stories

  • "Foundation Management guides our internal processes and helps us stay organized, which allows us to bring philanthropy full circle and make an impact in the many communities that helped grow our business over the years."


    - John Cresap, President and CEO
    Cresap Capital

  • "Foundation Management has helped the City of Muskogee Foundation transform the sale of a hospital into an all-encompassing charitable organization that helps the citizens of Muskogee. The Foundation staff has become a part of our community and really care about making a difference for present and future generations."


    - Wren Stratton, Chair of the Board City of Muskogee Foundation

  • "Foundation Management has been such a vital part of our small family foundation. The staff has so much expertise in this field; they stay current on all regulations and achieve their goal of making grant giving enjoyable. They are simply THE BEST!"


    - Bill Silk, President Harris Foundation

  • "It has been my pleasure to know Frank Merrick for more than 30 years. He is a close friend and a respected business professional. I have served with Frank as a member of the Board of Directors of The Merrick Foundation since 1982. Personally, I cannot think of many people more qualified to advise and consult on family foundation matters than Frank Merrick. Foundation Management is a tremendous resource and I am confident that those who access its expertise will appreciate Frank and his staff as much as I do."

    -Michael A. Cawley, Director
    The Merrick Foundation