Clark Nuber

Foundations

Achieve Your Mission

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.

Experience with Community Foundations

Our understanding of community foundations is rooted in decades of hands-on experience. For over 25 years, we’ve worked alongside a wide range of community foundations, including several of the country’s largest, in support of their mission. To do so, we offer a full-service suite customizable to your needs and flexible enough to address your specific strategies. Our team is capable of providing your community foundation with audit and tax compliance, advisory services, technology assistance, and thought leadership. Whatever your financial or charitable goals may be, our professionals are dedicated to helping you achieve them.

Clark Nuber’s Sage Intacct and Salesforce Integration for Community Foundations

Clark Nuber’s integration of Salesforce and Sage Intacct is built specifically for community foundations, connecting fund accounting, CRM, and grantmaking in one seamless system. It replaces rigid templates with a flexible, enterprise-grade solution that supports tailored workflows, real-time data flow, and long-term scalability. Learn more >

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

Read More Articles  →

Topics Important to You

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What’s Really Driving ERP Change at Community Foundations

Why are you changing systems? When we ask community foundation leaders this question, their answers are often similar: “Our… Read More

Vincent J. Stevens

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Best-of-Breed or All-in-One? What Every Community Foundation Eventually Asks

Every community foundation prospect we have worked with lands on the same question eventually: Should I buy one system that does e… Read More

Josh Kenzer

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Tracking the IRC Section 4960 “Covered Employee” Expansion: What Notice 2026-36 Tells Us and What’s Still Coming

Introduction The IRS has signaled how it will interpret the One Big Beautiful Bill Act’s (OBBBA) expansion of the executive compen… Read More

The 2024 Western Philanthropy Conference

The 2024 Western Philanthropy Conference offered a unique opportunity for individuals to dive deep into the world of charitable giving. Follow the link below to learn more about the event.

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.

Relevant Services

Relevant Services

Audits, Reviews, & Compilations

Charitable Gift Planning

Employee Benefit Plan Audits

Family Office

International Compliance & Consulting

IRS Audits & Controversies

IT Services

Mergers & Acquisitions

Not-for-Profit Compensation Analysis

Operational Consulting

Outsourced Accounting and Bookkeeping Services

Personal Financial Planning

Software Solutions & Training

State, Local, & Multistate Tax

Tax Compliance & Planning

Wealth Transfer & Estate Planning


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

Connect with Us

Joe Purvis

Whenever his family opens the closet to pick a board game, you can bet it’ll be Joe who takes on the role of banker in Monopoly and keeps things fair. When he’s not playing party games, Joe can be found flipping through a multitude of novels and making sure his client’s own books are in order.

CPA | Shareholder

Celia Davis

Celia lives her life from ski to sea. And with a deep love for travel, she’s made it a goal to visit as many of the world’s best beaches as she can.

CPA | Senior Manager

Shareen Corlett

A voracious reader of mystery novels from a very young age, Shareen loves putting her sleuthing skills to work solving her clients’ accounting puzzles.

CPA | Principal

Kelly Rancourt

An avid reader of fantasy novels who completes 1,000-piece puzzles in her spare time, it’s no wonder Kelly’s favorite part of her day includes playing make believe with two of her favorite people—her amazing kids.

CPA | Shareholder

Amy Hernandez

After serving 10 years in the hospitality industry, Amy shifted careers and picked up her CPA. But she brings with her that same five-star customer service to every audit engagement.

CPA | Principal

Frances A. Olson

While Frances spends a lot of her day consulting compliance books, she's more into reading fiction in her free time! As a busy mom of an athletic family, she finds passion in strength training, yoga, and being active in her children's sports.

CPA, MST | Principal

    Victoria Kitts

    Whether she’s supporting local music, taking life lessons from dystopian films, or assisting the philanthropic world through not-for-profit accounting, Victoria is committed to doing her part and “using her powers for good.”

    CPA, CFE | Senior Manager

    Cheryl R. Olson

    Watching every single film that’s been nominated for Best Picture takes some kind of commitment, and it comes as no surprise to us that Cheryl has that type of commitment – in spades.

    CPA, CGMA | Director, Solutions Strategist

    Sarah Wine

    A dual citizen of the UK and the US, a James Bond aficionada, and an admirer of many-a-British soap opera; we feel pretty darn lucky that Sarah calls the US, and Clark Nuber, home.

    CPA | Shareholder

    Jennifer Becker Harris

    Foundations and not-for-profits might be exempt from taxation, but they’re not exempt from complexity: anything but.

    CPA, MST | Shareholder