Services

Administration

Organizing and facilitating board meetings (agendas, background materials, grant selection materials, taking minutes, etc.)
Managing and responding to mail, emails, phone calls for your foundation
Forwarding gratitude acknowledgements, progress reports & invitations
Paying invoices and managing other daily or monthly administrative tasks
Maintaining foundation documents, minutes, board manuals, board lists, contacts list, conflict of interest etc.

Let us keep you organized so you can focus on the aspects of philanthropy that you enjoy!

Establishing or updating guidelines for operating and grant-making
Soliciting & managing proposals
Maintaining grants worksheets, history, charts, analyses, & creating meaningful reports
Executing grants (delivering payments & instructions to grantees)
Communicating with grantee organizations & follow up on grants
Conducting due diligence on the receiving organizations & verifying U.S. public charity status
Documenting expenditure responsibility for grants to foreign organizations or other nonprofits
Ensuring that overseas grants or national complex grants meet requirements for qualified distributions
Coordinating and leading site visits for selecting grant applicants and/or grant follow-up

Ensuring compliance with federal and state regulations
Filing federal annual tax returns (Form 990-PF, Form 990-T)
Filing state Corporate Annual Report or Charitable Trust Renewal
Assisting with IRS and state communications
Providing support with adhering to foundation’s bylaws and policies
Assisting the Board of Directors to document and fulfill their fiduciary duties
Establishing clear board member roles and responsibilities
Offering guidance on topics such as disqualified persons, self-dealing rules, jeopardizing investments, and excess business holdings
Conducting compensation studies to establish reasonable compensation for the Board of Directors
Staying informed about the legal landscape and updating the directors on any changes that could affect the foundation's management

Monthly bookkeeping of all financial transactions, grants, income & expenses
Preparing the Statement of Financial Position, Statement of Activities, and other relevant reports to support management decision-making
Estimating quarterly excise taxes due and processing tax payments with IRS
Keeping track of minimum required distribution