Foundation Management

Numerous firms advertise to invest in a Foundation’s portfolio, but true Foundation Management is so much more! An in-depth review of a Foundation whether a Public Entity, Private, or Family Foundation, should include the following:

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1. Proper filings with the Internal Revenue Service

2. State Tax Board

3. State Board Registry

4. Mission Statement

5. Qualified Board Members

6. Investment Policies

7. Gaining Accreditation

8. Accountability

9. Annual Reports

10. Tax Returns

11. Transparency

12. Standards for Gifting to Qualified Charities include a thorough review of their financials.