Private Foundation Services

At PKF O’Connor Davies, we make it a priority to help our clients achieve their personal vision through their private foundation. Whether they’re looking to establish a new private foundation or streamline the administrative processes of an existing one, we can help them transform their charitable goals into meaningful action

We understand that each private foundation has a unique vision and value. We tailor our services to meet each client’s needs so that they can make a sustainable difference through their foundation. Our experts leverage a rich set of skills, knowledge and experience on each client’s behalf to afford them time savings and peace of mind, which can translate into a distinctive edge in managing their ongoing philanthropy. Under the distinguished leadership of Practice Leaders Tom Blaney and Chris Petermann, they are recognized for their detailed knowledge of state and federal regulations, which equips them to assist with specific business issues and challenges as they arise.

Our support frees you to transform charitable goals into meaningful action.

We deliver comprehensive foundation management services – from accounting requirements, IRS regulations and filings to state tax filings, grant compliance and grant administration – so our clients can focus on more important matters. Such as making the world a better place.

Our services include:

  • Grant-making procedures
  • Cash management
  • Best practices management
  • Leverage
  • Tax planning
  • Effectiveness measurement
  • General support