Let us handle the details so you can focus simply on the joy of giving.
With comprehensive foundation administration services, we enable donors to be as active or passive as they would like in each aspect of foundation management. Our high touch, fully customized administrative services are available for both family and non-family private foundations.
By serving as the foundation’s central office and Executive Director, we plan, host and follow up on meetings; maintain administrative files and manage all operations in support of the Board of Directors or trustees. We manage the grants processing by identifying appropriate grantmaking opportunities, conducting due diligence reviews of applications and site-visits, preparing grant agreements, issuing checks, maintaining grant files, and tracking grantee reporting and use of funds. Regulatory compliance is maintained by providing regular financial and accounting reports, filing reports with State regulatory agencies (where required) and providing documentation to assist accountants and auditors in the preparation of tax returns and audits.