We will work together across communities to achieve philanthropic goals. The mission of Foundation Management is to exceed the expectations of our customers and clients. HOW WE HELP Our expertise will help form meaningful partnerships in the grant making community.

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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 staff can successfully assist organizations throughout various development stages. Services include policy development, administrative services, strategic planning, succession planning, board development, board retreats, facilitated conversations, foundation start-up, and implementation of charitable giving programs.

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Staff

Foundation Management began with one staff member and three clients. Since that time, Foundation Management has grown to serve 19 management clients, more than 250 nonprofit consulting clients, and maintains a staff of 9.

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History

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.

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Impact Report

Together in 2020

    0
    Grants Awarded
    $0mm
    Grants Paid

    Area of Support

    ARTS, CULTURE, AND HUMANITIES
    3%
    ANIMAL WELFARE
    4%
    COMMUNITY DEVELOPMENT
    23%
    EDUCATION
    42%
    Health and Wellness
    13%
    HUMAN SERVICES
    12%
    ANIMAL WELFARE
    1%
    RELIGIOUS INSTITUTIONS
    2%

    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."


      - Nancy Gaden, 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!"


      - Judith Harris Garrett, President Harris Foundation

    • "It has been my pleasure to know Frank Merrick for more than 20 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