Board Governance
Minutes, Bylaws, Family Education
Meeting minutes, bylaw maintenance, conflict-of-interest tracking, and onboarding of next-gen board members.
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Run Your Foundation Like the Institution It Is.
Coordinated governance, grantmaking, and compliance for family foundations in Maryland, the DMV, and nationwide.
What Is Private Foundation Administration?
A private foundation is one of the most powerful — and most regulated — philanthropy vehicles a family can use. It carries permanent control, a multi-generational mission, and meaningful tax benefits. It also carries 5% minimum distribution rules, self-dealing prohibitions, excess business holdings limits, jeopardizing investment standards, and a 990-PF that the IRS publishes publicly every year.
Foundation administration is the discipline of running the institution correctly so the family can focus on giving. We handle the governance, the compliance calendar, the investment policy oversight, and the grantmaking process — coordinated with the foundation's CPA, attorney, and investment custodian.
Most families form a foundation to do good. Without administration, they spend their evenings on paperwork instead.
Who It's For
Foundation Administration Is For You If…
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Your family already operates a private foundation and the workload has outgrown the founders.
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You're forming a foundation as part of an estate or liquidity event.
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You're approaching a major liquidity event and want to fund the foundation with appreciated stock.
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Multiple family generations now sit on the board and coordination is becoming difficult.
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Your annual giving exceeds $250K and a DAF no longer matches your control needs.
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You want next-gen family members involved in stewarded grantmaking.
The Coordinated Approach
Foundation Work Is a Coordination Discipline
Governance, investments, grants, and tax filings must all agree. We coordinate all four — and the family — in one engagement.
Grantmaking
Diligence, Letters, Tracking
Grant due diligence, agreements, payment scheduling, expenditure responsibility for non-public-charity grants, and outcome tracking.
5% Distribution
Tracked & Documented
Annual qualifying distribution calculation, planning, and documentation — never a year-end scramble.
Investment Oversight
Policy + Prudent Investor
Investment policy statement, custodian coordination, prudent-investor compliance, and jeopardizing-investment review.
990-PF Coordination
Public-Facing Filing
We assemble the data and coordinate with the foundation's CPA — the public 990-PF tells the foundation's story well.
Family Coordination
Across Generations
Aligning founders, second-gen, and third-gen voices around mission, focus areas, and grantmaking discipline.
Estate Integration
Funding & Legacy
Coordinating bequests, IRA-to-foundation strategies, and CRT terminations that fund the foundation at the right time.
Mission Investing
PRIs & MRIs
Program-related investments and mission-related investing structured to comply with foundation rules.
Public Charity Relations
Vetting & Partnership
Helping the foundation identify, vet, and partner with operating charities that move the mission forward.
Our Process
How a Foundation Engagement Works
01
Audit
We review the foundation's governance, investments, grantmaking history, and last three 990-PFs to identify gaps and opportunities.
02
Operating System
We install a 12-month calendar covering board meetings, grant cycles, investment review, and the 5% calculation.
03
Run It
We handle the administration on an ongoing basis — your family focuses on mission, not paperwork.
04
Evolve
As the family changes — new generations, new wealth events, new mission focus — we evolve the foundation with them.
Free Guide
The Coordinated Wealth Blueprint
7 costly financial planning mistakes affluent families make — covering tax planning, estate planning, retirement, asset protection, trusts, business succession, and generational wealth transfer.
Serving the DMV & Nationwide
Serving Foundations in Maryland, DC, Virginia, and Nationwide
We administer foundations from our office in Bowie, MD and serve families across the DMV. Maryland, DC, and Virginia each have distinct charitable registration regimes — we keep your foundation in good standing in every jurisdiction it operates.
For national clients, all foundation administration runs on a secure document platform with quarterly video board meetings.
Frequently Asked Questions
Run Your Foundation — Common Questions
Coordinated Disciplines
Related Planning Areas
The Legacy Wealth Brief
One high-impact wealth strategy, delivered every week.
Insights on tax planning, estate planning, retirement income, business ownership, and generational wealth.
Let Your Foundation Focus On Mission.
Schedule a complimentary 30-minute conversation. We'll review your foundation's current state and identify the two or three changes that would matter most.