Who we serve: Diverse array of public and private foundations
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With the higher demand for their assistance, we help community foundations build strong internal systems, controls, and oversight to maximize their impact to the communities and missions they support. In addition, we provide guidance on capital campaigns, donor-advised funds, and gift management.
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We help foundations navigate the complex accounting and reporting standards related to current and planned giving programs and implement practices to strengthen corporate governance and transparency independent of the related school while balancing financial sustainability with supporting the college/university.
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We help corporate foundations with managing excise tax exposure related to self-dealing, undistributed income, excess business holdings, jeopardizing investments, and taxable expenditures. By evaluating alternative investments and corporate transactions, we also identify activities that may generate unrelated business income and guide proper compliance and reporting.
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We provide comprehensive support through the preparation of annual federal and state income and information returns, along with guidance on required minimum distributions, excess distribution carryforwards, and charitable contribution reporting. Beyond compliance, we advise on grant management practices, internal controls, and financial transparency to strengthen accountability, streamline operations, and support effective stewardship of charitable assets. We further help foundations leverage technology and data to improve reporting, oversight, and decision-making.
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Private operating foundations face unique regulatory and operational requirements due to their direct involvement in charitable programs. We assist foundations with meeting financial tests and directly connected expenditure requirements while maintaining strong governance, internal controls, and program accountability. We support grant tracking, operational transparency, and the use of technology to improve financial management, enhance reporting, and facilitate mission-aligned execution of exempt activities.
Integrated Solutions for Foundations
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Kristen Brown
Contact
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Our solutions are tailored to each client's strategic business drivers, technologies, corporate structure, and culture