Focused On Foundations

To better serve our not-for-profit clients and help focus on the specific and complex issues faced by different facets of the not-for-profit industry, we have aligned our professionals in segments, including our Foundations Segment.

Our team understands that foundations face unique challenges resulting from:

• Complicated and hard-to-value investment vehicles, including alternative investments
• Uncertain investment returns and endowment performance
• Grant awarding, management and monitoring
• Tax and distribution planning for private foundations

We are well versed in issues related to foundations and able to provide expert guidance on all operational and accounting issues.