For executive directors and board members of foundations to make the right decisions in today’s turbulent regulatory environment, it is important that you have experienced professionals working with you. We have experience and background in providing foundations with the insights you need to make better financial decisions. We are committed to providing personalized service, understanding that your situation is unique. We provide streamlined, cost-effective, value-added services with practical advice that keeps your organization compliant with ever-changing regulations and, just as importantly, allows you to stay focused on your priorities.

In addition to audit and tax services, our expertise with foundations allows us to provide guidance and consulting regarding:

  • Gift acceptance policies or guidelines
  • Investing policy design
  • Endowment accounting
  • Evaluation of donor restrictions for proper reporting under state regulations and accounting principles
  • Board training for best practices and fiduciary responsibilities
  • Organizing and qualifying foundations with IRS and state authorities
  • Specialized reporting to grantor agencies or donors