FOUNDATION MENTORS
WHAT WE DO
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 "I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution."
                                                                           ---Andrew Carnegie

“501(c) 3 applications filed by professionals are 10 times more likely to be approved than those filed by the organizations themselves.”

– IRS Agent, IRS Processing Center, Covington, KY.






Initial Review and Start Up
We work with you to determine if a Foundation is right for you and if so to understand the operational responsibilities of a non-profit corporation, establish a Mission Statement, file Articles of Incorporation, prepare bylaws and apply for 501(c)(3) status.
 


Strategic Planning and Program Development
Foundation Mentors designs and develops grant-making programs and initiatives that advance the family or corporation’s philanthropic goals.


Programming
Foundation Mentors can help you prepare a description of program activities, determine structural issues for the Board of Directors, prepare compliant grant making guidelines, explain Substantiation requirements and prepare compliance procedures, establish
IRS mandated internal policies and procedures


Foundation Management
We can work as outsourced managers of corporate foundations and giving programs, or can design and manage special projects such as corporate foundation start-up, design of pay-out strategies and development of program initiatives. We can research and analyze giving opportunities to identify the most effective use of corporate philanthropic assets.


Executive Training Seminars and Individual Consultation
Foundation Mentors works with corporate executives and family members individually and in groups to explore their philanthropic values and vision, both personally and for the Foundation. We design individual philanthropic plans and create the most effective vehicles for members to carry out their philanthropic goals.

 

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