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December 29, 2022

Foundations

Achieve Your Purpose with Technical Finesse

At Clark Nuber, we’ve partnered with countless foundations to help them achieve their missions with strategic planning and expert guidance. Our team understands the unique challenges that come with managing charitable and investment assets, while navigating the increasing scrutiny from government, media, and stakeholders. We offer top-tier technical expertise that rivals national firms, while remaining personally accessible to our clients for questions and consulting.

We are available to serve you at all stages and levels of development, from the start-up to the dissolution of a foundation. We provide leaders of foundations, who value superior client service and specialized industry expertise, with practical and strategic solutions that help them execute their mission with efficiency. Whether your primary purpose is making grants or direct charitable activities, you have a partner in Clark Nuber that shares your goals.

Specialized Services for You

We offer services to assist your foundation across its operations and for its lifetime. The following is a sample of the areas where we can serve you, whether you are organized as a public charity, private foundation, or a social welfare organization:

Operational Accounting Process and Internal Controls

  • Cash receipts and disbursements
  • Grants management
  • Payroll
  • Financial reporting
  • Budgeting and forecasting

Technology Projects

  • Information technology (IT) security assessments
  • Software functional needs assessments
  • Integration of all financial systems

Risk/Compliance Assessments

  • Self-dealing assessments and reviews of accountable plans (travel and reimbursement policies)
  • Reviews of investments for private foundation tax purposes
  • Tax compliance, including reporting obligations; state and local tax; review of structures; unrelated business income; foreign withholdings; and more.
  • Payroll system set-up and compliance filings
  • Federal grant compliance and Single Audit readiness assessment for foundations receiving government funding
  • Compensation benchmarking

Customized Training

  • Philanthropy strategies
  • Governance and board responsibilities
  • Private foundation operations
  • New accounting guidance

Policy Development, Review and/or Evaluation

  • Finance and accounting policies
  • Comprehensive cash flow and/or budget projections
  • Investment benchmarking of portfolio and/or individual holdings

Bundled Grantmaking 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.

Commitment to DEI

Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions.

We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support.


Jennifer Mitchell

“I appreciated the collaborative problem-solving Clark Nuber brought to implementing our new Sage Intacct accounting software. They really got to know our organization and suggested creative solutions to meet our specific needs.”

Jennifer Mitchell
Controller, The Ford Family Foundation

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