Private Foundation Services
Operational management, governance guidance, and transition support for private foundations — especially those navigating a leadership or generational change.
Foundation Transition Navigator
Full-service guided transition for inherited or changing foundations. Assessment, compliance audit, governance review, transition plan, board training, and first-year quarterly check-ins.
$7,500
Learn MoreFoundation Governance Review
Comprehensive review of your foundation's governance and operational health — excise tax compliance, distribution requirements, 990-PF review, and investment policy assessment.
$2,000
Learn MoreFoundation Advisory Calls
Expert guidance on foundation operations, compliance, excise taxes, distribution rules, and grantmaking. Specialized knowledge for specialized challenges.
$275/hour
Book a CallFoundation Management Retainer
Scalable foundation management — governance, grants, and operations. From monthly compliance monitoring to full-service management including grants administration, strategic planning, and communications.
From $1,500/month
Learn MoreWhy Foundations Need Specialized Support
Private foundations operate under a different regulatory framework than public charities. Excise taxes, mandatory distribution requirements, self-dealing prohibitions, and 990-PF reporting create operational complexity that generic nonprofit advice doesn't address.
We provide the operational and governance expertise that sits between your attorney and your accountant — the practical work that keeps your foundation running smoothly and in compliance.
Common Situations We Help With
Inherited a Foundation
A family member created the foundation and now you're responsible for it. You need to understand the obligations, assess the current state, and build systems to manage it going forward.
Transition Navigator →Not Sure If You're Compliant
The foundation has been running on autopilot and you want an honest assessment of where things stand — governance, filings, distributions, and policies.
Governance Review →Need Ongoing Support
You don't have dedicated staff for foundation operations and need a reliable partner for month-to-month management, board prep, and compliance monitoring.
Management Retainer →Have a Specific Question
You need expert guidance on a specific issue — a distribution calculation, a self-dealing question, an investment policy review, or a grantmaking decision.
Advisory Calls →Looking for public charity services?
View Public Charity Services →Let's Talk About Your Foundation
Book a free consultation. We'll learn about your foundation and recommend the right level of support.
Book a Free Call