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Private and Family Foundation Services


Clients exhausted by managing private or family foundations can relieve their administrative burdens in three ways:

  1. Engage us for philanthropic advisory services, investment management, due diligence and grant administration. Read more about our private foundation services.

  2. Simplify the 5% payout by giving to any of our existing funds that match their charitable mission.

  3. Convert their foundation to a donor advised fund at the Community Foundation. They once again experience the joy of philanthropy while we take care of the details and drudgery.

To learn more, contact Juanita T. James, President & CEO, 203.750.3200.