Our Mission

We are founded on the belief that through partnering with caring trustees and managers and through creative use of technology, we can provide efficient and cost- effective solutions to our clients' business problems. We believe that in doing so a greater share of our clients' resources can be dedicated to their charitable purpose...Philanthropy.

And we hope that through these efforts we will help, in some small way, to make a real difference in the community in which we serve.

How Can We Make a Difference for You?

Maintaining a well-run foundation can have its challenges. Administration, grant making and tax filings need to be managed effectively to comply with government regulations. And more and more, these administrative tasks tend to overshadow the rewards of giving. That's where Foundation Management Associates can help. We take care of the details that keep a foundation running smoothly, and we ensure a positive experience for foundations large and small.

We take the administrative headaches out of managing foundations. We have proven techniques, using state of the art systems, to take the drudgery out of the every-day administrative chores. We understand the importance of IRS and other regulatory compliance issues, and we provide our clients with the peace of mind of knowing that these matters will be taken care of.

We monitor compliance with federal and state regulations, handle tax and state filings, manage the paperwork, facilitate the process of making and administering grants, and provide a comprehensive set of on-line tools that put donors and advisors in control of their foundation.

Administration and compliance is our full-time focus, and we do so in a cost-effective manner enabling you to focus more time of your time on what matters most to you - GIVING.

How Do We Solve Your Problems?

Grant Management / e-Philanthropy - Think of how much time you spend answering telephone calls, writing letters, reviewing mountains of paper applications and the time you spend compiling reports for the directors or trustees. Our innovative, web-based grant management service enables foundation trustees and managers to significantly reduce the amount of time dedicated to administering this time-consuming process.

Accounting and Finance - Our state of the art accounting and finance solution takes the drudgery out of the accounting process. We provide a comprehensive electronic financial management service utilizing electronic banking, accounting software and electronic filing of your 990-PF forms.

New Ethics Regulations Affecting Your Auditors - Auditing firms are facing new ethics-related regulations in 2005 which will restrict their ability to provide certain services to you in the future. They will be restricted from providing services that affect their independence and their ability to perform an independent audit. Bookkeeping and tax preparation services are some examples of the services which will affect their independence.

Our comprehensive electronic financial management service will solve this problem by providing your auditing firm with audit-ready financial statements and work papers. And most importantly, we can often do this with no net increase in cost to you.

If you're like most people whose foundations we serve, your mission is to make a difference in the world around you, not wasting precious time doing paperwork. The headaches of administration, compliance and IRS filings are ones that you simply don't need.

Why Does This All Matter?

If integrity, state of the art technology, experience and unwavering commitment to your organization's mission are important to you, let us partner with your organization to provide a second-to-none management support service.

Working together we can make a difference to your real bottom line....your mission.