FAQ

Q  Tell me more. How does it work?

A  Simply stated we do all the back office work in running your foundation. We manage the grant requests which, some foundations, can be very time consuming. We assist in preparing the grant approval process for the board. We monitor the grants, asset values and income to ensure the 5% payout requirement is met and much more.

Q  There must be a cost associated with this.

A  We charge a fee which is less than if you paid an employee or the value of your time if not paid. The bonus is that we know and understand the laws that must be complied with and understand the expectation from those submitting grant requests.

Q  Are you a philanthropic administration or management company?

A  There are a lot of companies supporting nonprofit organizations and private foundations. We do perform certain management and administrative services however, we are focused in working with foundations. While philanthropic ideals are a part of what we do, we like to think of it as that you are performating the philanthropic service with our support.

We like to think of it as Innovative Private Foundation Management Focused on You and your Foundation.

Q  What type of investment services do you provide?

A  We are a back office support company for foundations and do not offer such services. There are a lot of investment firms that offer these support services as a front to get the investment business. We work with a select number of investment professional and can assit you with liason, on a referral basis, if needed. However, we have found that if you have a private foundation, you or your family already has a relationship with investment professionals. This is the way it's supposed to be, a team working on your behalf and of the foundation.