How We Can Help

Philanthropic Solutions

Because of our broad services, Foundation Management, Inc. is uniquely positioned to help donors navigate the myriad of philanthropic vehicles to create a strategy that best aligns with each client’s unique goals. FMI leaders have exemplary professional experience in the philanthropic sector and utilize state-of-the-art technology to drive our work. Our team meets directly with hundreds of nonprofit organizations in multiple communities to learn about their distinct needs and we work to relay this information to potential funders as appropriate. In short, FMI handles the day-to-day requirements for our clients so the directors we support can enjoy the fun of philanthropy. If you have decided to change your existing philanthropic strategy, or want to begin a new effort, we can help!

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 FMI 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.

Mission Statement

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

Stories

  • “FMI manages 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

  • “FMI 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.”

    – Earnie Gilder, Chair of the Board
    City of Muskogee Foundation

  • “Foundation Management Inc. 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, Inc. is a tremendous resource and I am confident that those who access its expertise will come to appreciate Frank and his staff as much as I do.”

    -Michael A. Cawley, Director
    The Merrick Foundation

Resources

Grantmaking:

Foundant Technologies

Their focus is the philanthropic community. Dedicated to delivering practical, user-aligned, cloud technology, and expertise for funders and grant seekers.

Grant Hub

Delivers online grants management software for Grantseekers

Grant Lifecycle Manager (GLM)

GLM provides online grants and scholarships management software for Grantmakers

CommunitySuite

Offers a complete, integrated software solution for Community Foundations

Philanthropy Research:

Guidestar

Is an online source of comprehensive information on nonprofit organizations. Their Mission is to revolutionize philanthropy by providing information that advances transparency, enables users to make better decisions, and encourages charitable giving.

Foundation Center

Their mission is to strengthen the social sector by advancing knowledge about philanthropy in the U.S. and around the world.

Member Organizations:

Exponent Philanthropy

Exponent Philanthropy is the country’s largest association of funders with nearly 2,000 members strong—and the only one dedicated to serving foundations with few or no staff, philanthropic families, and individual donors. 

Philanthropy Roundtable

The Philanthropy Roundtable’s mission is to foster excellence in philanthropy, to protect philanthropic freedom, to assist donors in achieving their philanthropic intent, and to help donors advance liberty, opportunity, and personal responsibility in America and abroad.

Philanthropy Southwest

Philanthropy Southwest is a nonprofit membership association of grant-making organizations that maintains a library of resources for effective, efficient and responsible philanthropy. They focus on building connections among grantmakers so they my learn from and inspire each other.