• Industries
  • Industries
  • Industries
  • Industries
  • Industries

We know how to help your foundation conduct effective philanthropy

Your foundation is as unique as the people and organizations that have created it. Whether established and managed by a single family or a major corporation, supporting the arts, community service or health care organizations, your foundation is committed to effective philanthropy.

Our audit, tax and advisory professionals are fully dedicated to the nonprofit industry and know how to help foundations improve organizational effectiveness, preserve and expand their endowments, and distribute grants and funds. We provide guidance in a range of financial, operational and fiduciary matters, including the following:

  • Audit and tax - We ensure compliance with accounting, financial reporting and tax reporting standards (including IRS Forms 990-PF and 990-T), provide guidance to appropriately respond to inquiries or examinations by taxing authorities and others, and address other matters that can affect tax-exempt status. We also ensure compliance with the myriad filings that exist at the federal, state and international level.
  • Business advisory - Our professionals have experience in strategy, governance, operations, technology, and risk management. We provide solutions that can help increase constituent value, improve productivity, reduce risks, contain costs, increase effectiveness and streamline processing.