Philanthropic Financial Planning for Businesses, Families, and Individuals.

What we do.

Working together to make an impact.

Our Foundation X approach simplifies the complexities of giving and translates your vision into a clear path to impact. By working with a variety of individuals, families, and organizations, we help create strategies, organize your resources, and develop additional support—all to bring your vision to life. 

Graphic of Foundation X Impact and business model

Who We Serve

Individuals & Families

Individuals & Families

Foundation X works with a variety of individuals and families at all stages of the philanthropic journey to achieve their unique and deeply personal social impact goals.

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Foundations & Nonprofits

Foundations & Nonprofits

Foundation X works with a variety of nonprofits and foundations to simplify the complexities of giving and translate your vision into a clear path to impact.

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Corporations & Businesses

Corporations & Businesses

Foundation X specializes in working with corporations who have a vision for social change. We partner with companies to streamline their efforts while increasing their impact, both in internally and in the community.

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Endowments

Endowments

Foundation X helps amplify Nonprofit Endowments to create the returns that allow organizations to focus on their missions and programs, all while creating lasting change in their communities

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Advisors & RIAs

Advisors & RIAs

Foundation X empowers Financial Advisors and RIAs through philanthropic consulting, allowing our experts to act as an extension of your firm or practice.

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Our Foundation X Process: Tailored Just For You

We understand that philanthropy is a deeply personal journey. Our tailored Foundation X process is designed to meet you wherever you are, whether you’re just starting or refining your philanthropic strategy. From comprehensive support to focused assistance, we’re here to bring your goals to life.

Big or small, every advancement deserves a celebration.

What people say about Foundation X

Working with a variety of clients, Foundation X is committed to helping them find a better way of doing good. 

Heidi Hoff
Foundation X was integral in the success of our organization. They inculcate teamwork throughout...
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Heidi Hoff
Foundation X was integral in the success of our organization.  They inculcate teamwork throughout all areas of support.
Jake LaFerriere
Working with Foundation X is nothing short of a blessing! You meet the right people...
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Jake LaFerriere
Working with Foundation X is nothing short of a blessing!  You meet the right people in life for the right reasons to help leave an ever-lasting legacy! Foundation X are exactly those right friends, that truly will help us leave the world a little better place than where we found it!
Lucinda Nelson
The guidance we have received from Foundation X has been exceptional! They have advised us ...
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Lucinda Nelson
The guidance we have received from Foundation X has been exceptional! They have advised us through our family foundation development, finance, and governance. They have helped us immensely to achieve our mission.
Anthony Tolliver
Foundation X is an incredible asset to our family. They have wonderful suggestions while sticking ...
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Anthony Tolliver
Foundation X is an incredible asset to our family. They have wonderful suggestions while sticking to the vision of our foundation. Our larger family giving goals now feel attainable.

Meet the Team.

We have a team of people ready to bring your vision to life. From one-time advice engagements to full-service management and everything in between, there’s nothing we can’t do together.

Let’s work together.

We love working with great people to do extordinary things. Connect with us and let’s see what we can do by working together.