Charitable Foundation Services LLC

Founded in 1998, Charitable Foundation Services LLC ("Foundation Services") is a donor-focused professional services organization specializing in the formation and administration of charitable foundations. Its mission is to assist foundation directors with the creation of innovative and meaningful philanthropic strategies, while concurrently attending to the back office tasks that too often burden the development of a foundation’s legacy of giving.

Foundation Services offers a personalized approach to foundation management and administration, thereby ensuring that all grant issuances and other foundation activities adhere to client-specified guidelines. Through the provision of customized research of charitable causes, the disbursement and accounting of client-approved grants, the assembly of monthly, quarterly and annual grant-making activity reports, and the presentation of foundation investment portfolio allocation and growth summary reports, Foundation Services functions as a full-time business office for its private foundation clients.

Leveraging the technological advancements of the Internet, Foundation Services also provides each of its clients with a custom-built website. This contemporary communications vehicle not only allows the directors of a foundation to share the message of their mission and grant-making guidelines with the charitable community, but also allows qualifying public charities to submit grant requests online, 24/7/365. A secured (password-protected) section within each client’s website also ensures that all approved directors and family members have immediate access to summary information about year-to-date grant requests, approvals, issuances and other foundation information without regard to time or proximity.

For individuals (and families) in the early stages of establishing a private charitable foundation, Foundation Services offers assistance with the articulation of the foundation’s philanthropic goals, as well as with the processing of all required private foundation legal documents. Your foundation’s articles of incorporation and IRS certificate of tax-exemption can be prepared and filed by Foundation Services’ legal team, thereby alleviating the costs and bureaucratic red tape often associated with this filing process. For each of its clients, Foundation Services also offers the ability to process and manage all foundation accounting & reporting activities, including the preparation and filing of the 990-PF annual income tax return.


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