Building a solid foundation starts here.

Our approach simplifies the complexities of giving and translates vision into a clear path to impact.

two people visiting in the office

Our Foundation Services

Through our Social Impact Office experience, we seamlessly deliver philanthropic advisory, consulting, and holistic foundation management services that are uniquely tailored to each client.

 

Strategic Advisory

  • – Visioning
  • – Governance
  • – Impactful Philanthropy
  • – Executive Management

Operations and Administration

  • – Accounting
  • – Tax
  • – Legal and Compliance
  • – Grant Administration
  • – Banking and Payment Processing

Stakeholder Engagement

  • – Marketing and Communications
  • – Program Creation
    – Impact Reporting
    – Partnership Development 

Foundation Creation

  • – Entity Establishment
  • – Brand Strategy and Visual Identity
  • – Endowment Management
Starting A Foundation

Foundation X partners with passionate changemakers to bring your vision to life. We guide you through the process of starting and operating a foundation, allowing you to focus on the vision and we will take care of the rest.

Define the foundation’s social impact vision, mission statement and focus areas.

Determine ideal governance structure, codify bylaws and operating procedures and identify board members and roles.

File incorporation documents, apply for 501(c)(3) status and open a bank account for the foundation.

Set your giving budget and outline a strategy for annual granting according to your mission and focus areas.

Develop the foundation’s brand & identity.

Build public interest through digital & social media presence.

Report accomplishments, grant activities and financial overviews.

Our Process

Big missions, right-sized plans.

Without a targeted plan of action, ambitious dreams are just that: dreams. At Foundation X, our first step always begins with crafting a strategy that’s perfectly suited to you and your unique mission.

1

Assess

We start with a detailed assessment, listening carefully as we discuss your future goals, your current needs and your desired level of hands-on engagement.

2

Recommend

Once we’re aligned, we craft a strategic plan that outlines our recommended governing structures, funding approaches, grant planning and more.

3

Assign

With the initial plans in place, we select your team from our deep roster of subject matter experts to complement your current capabilities.

4

Impact

Your dedicated team implements a customized plan with the structures needed to bring your mission to life.

Meet the Team

A handpicked team of experts, dedicated to innovative solutions.