Private Foundation Administration Without the Headache

From IRS setup to grant management, compliance tracking, and board support we handle the administrative burden so you can focus on making an impact

We Handle It

(So You Don't Have To)

Frequently Asked Questions

How is this different from hiring a full-time foundation administrator?

A full-time administrator costs $75,000-$150,000 annually plus benefits. Our Full Admin service provides similar support for $33,000/year and you get a team with specialized compliance expertise.

Do you prepare the 990-PF tax return?

We coordinate with our partner CPA network who prepares the 990-PF. We provide all documentation, schedules, and compliance tracking to make their job easy. Tax return fees are separate.

Can you help with investment management?

We don't manage investments, but we coordinate with your investment advisor and monitor for compliance issues (jeopardizing investments, excess business holdings).

What if we already have a foundation but need help getting organized?

Perfect. We can take over administration mid-year. We'll audit your current compliance status, organize historical records, and implement proper systems going forward.

How do we make grants through your system?

You tell us who to grant to and how much. We verify eligibility, prepare grant agreements, process payments, and handle all documentation and follow-up.

What size foundation is too small for your services?

You tell us who to grant to and how much. We verify eligibility, prepare grant agreements, process payments, and handle all documentation and follow-up.

Ready to Start Your Charity or

Private Foundation the Right Way?

Not Sure Where to Start?

Take our 2-minute Foundation Fit Scorecard and get a personalized roadmap for your charitable goals.

Talk to a Specialist

Book a 20-minute discovery call and get your questions answered.

Our Guarantee

Administrative Accuracy Guarantee: If an IRS issue is caused by our preparation, we fix our work at no extra service fee.

What We Do

We provide administrative preparation and educational support. We do not provide legal or tax advice. 990-PF tax return preparation is coordinated through our partner CPA network.