OUTSOURCING THE ADMINISTRATION OF PRIVATE FOUNDATIONS
Opening a private foundation can be an exhilarating experience for the founders. Oftentimes, however, the work of administering a private foundation and adhering to strict government regulations falls to its staff or founding family members, and the initial excitement leads to unanticipated work. The community foundation is here to help.
We offer several solutions to address private foundation management concerns and philanthropic impact, including:
- Customized Philanthropy Services, which are detailed below
- the option of rolling over the foundation into a donor advised fund, allowing your clients to focus on their charitable goals while relying on the community foundation’s expert investment management and grants administration
- the option of distributing the private foundation’s required annual five percent payout to the community foundation – either for a donor advised fund or for general support of local nonprofits
Customized Philanthropy Services
Provided for:
- Family and Corporate Foundations
- Corporations
- Individual Philanthropists
- Nonprofits
Do your clients need help with the day-to-day worries of managing their charitable giving? They can now feel free to focus on what they do best and leave the work to the community foundation. Our custom philanthropy services include assistance with strategic grantmaking and philanthropy planning, investing charitable assets, and administering crucial day-to-day back-office foundation work. Count on our professional, dedicated staff to help your clients accomplish their giving goals.
It's easy to set up the customized philanthropy services that are right for your client. When they partner with the community foundation, they receive cost-effective solutions, personalized service and professional advice.
Download our information brochure for details on the specific customized philanthropy services we offer.
For questions, please contact Catherine Gowen, senior director of business services, at cmgowen@siliconvalleycf.org or 650.450.5512.
