As the Bay Area’s center of Jewish philanthropy, we offer individuals and families private foundation management services to facilitate and oversee their charitable work.
Guided by our shared Jewish values of tzedakah (giving with just intention), tikkun olam (healing the world), tzedek (pursuing justice), and kehillah (building community), we collaborate with you to align your family’s giving with your unique vision for a better world.
Our skilled team provides a customizable suite of administrative, compliance, and advisory solutions, ranging from strategic guidance and board assistance to research, grantmaking, and financial administration. We handle the required financial and administrative tasks to ensure that your foundation runs smoothly and effectively, allowing you to concentrate on the broader perspective of your foundation’s fundamental work.
Our Private Foundation Services
- Strategic Planning & Philanthropic Focus
- Launch & Transition Assistance
- Ongoing Client Guidance & Interaction
- Multigenerational Philanthropic Solutions
- Efficient Operational Oversight
- Administrative Support
- Comprehensive
- Foundation Accounting
- Precise Bookkeeping
- Governance & Board Assistance
- Payment Processing & Supervision
- Compliance Oversight
- Grantmaking Facilitation
- In-depth Research & Analysis
- Thorough Due Diligence
- Effective Administration & Stewardship
- Seamless Payment Processing
Advantages of Establishing a Private Foundation
- Secure a tax deduction for the current year with flexibility for future granting
- Maintain legal authority over foundation governance, assets, and expenditures
- Create a lasting legacy that honors your family name
- Involve family members in advancing your foundation’s goals and activities
- Instill expertise in philanthropy for successive generations
- Choose individuals to whom to disperse tax-deductible charitable grants
- Pursue your philanthropic goals without starting a nonprofit organization
Our administrative fee structure is highly competitive and in-line with other private foundation services. Fees are based on services required, not on total asset balance, and available upon request.
Contact Us
If you would like to explore our private foundation services further, please contact us.