Foundation Creation
Everything to create your private foundation. We work one-on-one with you to complete the process quickly and correctly.
IRS Form 1023-EZ or IRS Long-form 1023 + 501(c)3 status
State & Federal registration
Personalized, guided process to complete all documentation
Secure client portal for all formation documents
Basic Foundation Management
Ideal for new foundations or existing foundations with annual contributions expected to be less than $50,000 and total annual grants up to $50,000.
Board governance, board materials templates
Up to 1 hour monthly administration support
Semi-annual impact report
Annual foundation summary distributed to board and advisors.
Secure client portal for all foundation documents
Executive Foundation Management
Ideal for foundations with multiple grant cycles yearly with active governance needs. Annual contributions exceed $50,000 per year and total annual grants exceed $50,000 per year.
All Basic Foundation services, plus
Up to 5 hours monthly administrative support
Expanded grantmaking support
Grant planning and prioritization.
Review & evaluation of applications.
Final impact evaluation
Quarterly board meeting prep and reporting
Quarterly progress report to board and advisors
Filing timeline management
Website for your foundation
Concierge Foundation Management
Ideal for foundations with continuous grant cycles and active governance needs. Annual contributions exceed $100,000 per year, and total grants exceed $200,000 per year.
All Excecutive level services, plus
Up to 10 hours monthly administrative support including prioritized responses to all communication
Complete grantmaking management, including:
Define funding priorities, set goals, criteria, timelines and budgets
Publicize funding opportunities to eligible applicants.
Set deadlines and collect applications
Review and assess applications for eligibilty and impact
Recommend top recipients based on evauation
Notify grantees, issue award letters, and execute grant agreements
Oversee grantee progress
Final report assessing outcome
Board orientation & development
Succession & continuity planning
Custom Foundation Management
Ideal for large foundations with complex, specific needs. Foundations Paths will create a custom plan specific to your philanthropic goals.