Automate the process of collecting follow-up information from grantees to monitor performance and track the impact of your foundation’s grants.
Read three case studies to help financial advisors understand the potential opportunity to help their clients achieve their philanthropic objectives when selling a family business
Customized service and support for private foundations with larger endowments and sophisticated grantmaking
Get expert philanthropic guidance for private foundations on mission development, grantmaking strategies, and improving family dynamics.
An online solution to help private foundations accept, review, and manage requests for grants
Learn how private foundations can run their own charitable programs.
Learn why you should create a mission statement—but not necessarily right away.
Understand the potential pitfalls when completing Form 1023 for exempt status.
Learn the specific circumstances when it makes sense to donate real estate to a private foundation and when it doesn’t.
Understand which type of private foundation would be best suited to accomplish your charitable mission.