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Private Foundation Services

We offer a variety of philanthropic services to support your local, national or international grantmaking. We handle the administrative work while you fulfill your philanthropic vision.

Reduce your administrative burdens and maximize charitable giving with the assurance that your foundation’s philanthropic goals will be achieved in a personalized, cost-effective manner. From letterhead and checks to custom web page and online services, your giving can be branded to your foundation’s name or it can be anonymous. We work with many private foundations to enhance their philanthropy.

Three Ways to Work With Us

1. Personalized Foundation Services

Private foundations can benefit from our expertise by taking advantage of our customized philanthropic services. We offer guidance on all aspects of grantmaking to help you fulfill your vision.

2. Payout to a Donor Advised Fund

We can help your private foundation meet its required annual 5% payout by accepting contributions as a public charity. These contributions are added to a donor advised fund that you establish and our staff helps you make grants to continue the work of your foundation.

3. Convert to a Donor Advised Fund

Rollover your private foundation to a donor advised fund and work with our experienced staff. Reduce your administrative burdens and maximize charitable giving with the assurance that your foundation’s philanthropic goals will be achieved in a personalized, cost-effective manner.

Mike Haynes

Mike Haynes transitioned his private foundation to the Haynes Charitable Foundation Fund to simplify his giving

It just made sense. It was great to take the management off our plate and focus on giving. It’s been seamless. Removing the burden and knowing it’s done right gives me peace of mind.”

Mike Haynes

Philanthropic Services, Customized to Meet Your Needs

Private foundation services are completely customized and can include any combination of support from the menu below.

  • Vision and strategy development – Help you create and implement a strategy for your philanthropy that will transform your values into goals and objectives
  • Application process – Assist with the creation of proposal guidelines, identification of eligible organizations, promotion and distribution of RFPs
  • Selection support – Review and screen proposals as well as advise on selections and award amounts
  • Due diligence – Conduct local site visits (out of area site visits may incur extra fees), research past accomplishments, review financials and assess organization leadership
  • Research – Provide in-depth assessments of community needs as a means to help determine funding priorities
  • Reporting – Creation of requirements, monitoring compliance and performance, and collecting and reviewing reports
  • Grant processing – Ease the burden that comes with administering grant agreements as well as the disbursement and tracking of grant funds (minimum $500 per grant)
  • Creation of a web page for your fund, press-release (optional) and listing in the CFMC newsletter and annual report
  • Quarterly fund statements with online access
  • Professional investment management as part of a $185 million portfolio, or use your trusted investment advisor with Donor Recommended Investment Management.

Private Foundation vs Donor Advised Funds

For some foundations, a donor advised fund at the CFMC is a strong option. The CFMC offers many of the same benefits as a private foundation, plus increased flexibility, tax advantages and customized services to support your charitable vision.

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