Private grant-making foundations typically can provide families with the greatest degree of control over the assets they have contributed to charity. Family members can control the foundation’s board of directors and decide on charitable recipients of the funds. Many clients use private foundations to cultivate charitable values in younger family members and future generations. While many aspects of private grant-making foundations are favorable, these entities are subject to complex tax rules and administrative requirements. We offer a comprehensive array of services to our private foundation clients, including the preparation and filing of annual tax returns, administration of annual distribution requirements, management of board activities and minutes, strategic planning to achieve financial sustainability, and other compliance and regulatory duties. By managing the foundation’s reporting and documentation requirements, we enable our clients to focus on their specific philanthropic goals.
