What We Do

Private Foundation Management

  • Policy Development

    • Donor Intent Policy
    • Investment Policy
    • Administrative Policy
    • Governance Policy/Bylaws

  • Administrative Services

    • Meeting planning and preparation
    • Board and Committee correspondence
    • Keeping and filing of minutes, policies, and corporate documents
    • Regulatory Filings

  • Grantmaking

    • Site visits
    • Communication with potential grantees
    • Screening request to ensure alignment with donor and IRS guidelines
    • Online grant application process
    • Proposal evaluations
    • Grant follow-up
    • Tracking multi-year grants
    • Verifying challenge grants
    • Grant history
    • Annual reports

  • Foundation Accounting

    • Monthly or quarterly Balance Sheet with Income and Expense Statement
    • Consolidated statements from asset managers
    • Checkwriting and reconciliation
    • Monthly minimum distribution calculations
    • Fraud protection
    • Develop workbook for preparation of the filling for the 990PF Tax Return

  • Asset Management

    • Advice in developing policy and setting asset allocation
    • Assist in screening and selecting asset managers
    • Annual comparison of investment returns with established benchmarks
    • Coordinate investment committee meetings between managers and trustees

  • Regulatory Matters

    • Responsible for keeping the Foundations appraised of the legal environment and notify directors of changes in the laws that may impact the management of the Foundation
    • Dedicated compliance officer on staff
    • Attend conferences and education to learn new and applicable government regulations

  • Board Retreats

    • Strategic planning
    • Succession planning
    • Intra-generational training for leadership
    • Donor intent review
    • Director development

Public Charity Management

By their very nature, public charities require support from a broad donor base. Foundation Management has proven ability to provide top-notch customer service to all stakeholders involved in the Public Charities we support through our turn-key approach to management.  Although similar to Private Foundations in some respects, the management of Public Charities requires special knowledge of nuanced regulatory details to ensure compliance with annual audits and, in some cases, open meetings/records requirements. Foundation Management has first-hand knowledge of various facets including fund-level accounting, accepting multiple types of gifts, administering different types of accounts (including endowments, donor advised funds, scholarships, etc.), and, most recently, became a trusted leader in utilizing web-based technology to power grantmaking and financial systems.

Hospital Conversion Foundation Management

  • In addition to our scope of services for Private Foundations, we will provide assistance in the following areas for Hospital Conversion Foundations:

    • Economic development
    • Relationship management with city and county government agencies
    • Establishing grantmaking committees with community involvement
    • Work with local nonprofits and community leaders to create services that address specific needs in the community
    • Open Meeting Act compliance

Corporate Philanthropy Management

  • Foundation Management is able to assist corporate donors with developing a companywide philanthropic plan.


  • Board Retreats

  • Succession Planning

  • Strategic Planning

  • Policy Development

  • Foundation Start-up

  • Facilitated Conversations