Extended Foundation Services
We work with foundation clients as an extension of their staff – always in collaboration with existing advisors – delivering strategic guidance, operational support, and investment management.
- Budget & Cash Flow Planning
Annual budget preparation as well as budgeting and managing annual ongoing cash needs. - Financial Tracking & Reporting
Compiling, tracking, and reconciling balance sheets, net worth statements, budgets, and profit and loss statements. - Cash Flow Management & Bill Pay
Receipt and expense reporting, coordination of personal banking, and bill processing and payment. - Grantmaking Management & Support
Assistance with annual grant calculations, review of grant requests and tax compliance requirements. - Record Maintenance
Administrative support to receive and process mail, store documents electronically, and coordinate document delivery to third-party advisors and service providers. - Compliance & Tax Monitoring
Proactive monitoring of compliance with IRS and state regulations, support for excise tax efficiency, and guidance on rules such as minimum distribution requirements.