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.

Business Process Improvement Services

• Process Optimization
• CRM Selection
• Finance  

Process optimization services focused on eliminating process inefficiencies and applying technology capabilities:

• Business Process Optimization

• Technology Selection 

• Change Leadership

• CRM Strategies and Technology Evaluation

• Finance Operations Review and Implementation

• Public Media Operational Assessment and Implementation

• Project and Program Management

• Case Studies