Consult with foundation leaders to implement effective management and operational policies and procedures as well as suggested best business practices, ethics, and accountability.
Financial compliance alone isn’t useful for decision-making.
We provide expertise in operational, financial, and fiduciary matters.
While many foundations face common challenges, each is as individual as the organizations or individuals who create them. Our nonprofit group works with a variety of foundations, from large public community foundations to those supporting the arts, healthcare organizations, or those focused on local or international concerns. Our experienced professionals listen carefully to the issues impacting your organization. Whether it is a common tax compliance matter, such as completing the IRS Form 990 or Form 990-PF, excise taxes, or broader areas such as minimum required distribution planning and unrelated business income, we have experience assisting foundations with these issues.
Our professionals are skilled at helping foundations strengthen their organizational effectiveness, preserve their assets, and distribute funds aligned with their mission and goals.
Financial planning and analysis
Assist in budget evaluation and financial strategies, and provide expertise on relevant fiscal and legislative issues.
Audit and tax services
Ensure compliance with financial reporting, accounting, and tax reporting standards and serve as a resource on other matters affecting tax-exempt status.