Foundations

What your foundation does is vitally important. Delivering on your mission while growing endowments and meeting the requirements of increased government scrutiny can be a challenge. How do you balance your time and resources to manage all aspects of your organization?

Clark Nuber has broad experience with foundations of all kinds and provides services to meet your accounting, tax, and audit needs. Whether your primary purpose is making grants, developing community, or conducting educational, religious or other charitable activities, we help you achieve your goals.

Our professionals help you by providing:

• Guidance on which charitable vehicle meets your needs (private foundation, private operating foundation, public foundation or donor advised funds and supporting organization)
• Accounting services
• Support with board development and education
• Advice on excise tax on net investment income
• Federal tax diagnostics
• Grant file documentation and taxable expenditure penalty abatement services
• Grant-making (including expenditure responsibility grant-making) services
• Self-dealing guidance
• Tax compliance and planning
• Software solutions and training

Grantmaking Bundled Assessment

Foundations have the opportunity to strengthen their infrastructure with a comprehensive assessment provided by Clark Nuber. Our three-in-one service bundle will provide you with a roadmap to improving your accounting software functionality, grant compliance process, and cybersecurity practices.

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Foundation Solutions Powered by Foundation Source

We are proud to be associated with Foundation Source, the nation’s leading provider of support services for private foundations. Its comprehensive online management tools allow you to focus on your foundation’s mission rather than on back-office tasks. Foundation Source provides a single place to keep track of tax records, articles of incorporation and other materials. Their large database of charitable organizations, combined with automated grant documentation and payment, makes granting easy. Together, Clark Nuber’s tax services and Foundation Source’s innovative foundation management tools provide an unbeatable solution. Foundation Source Login