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.
Leadership and Management
- – Visioning
- – Governance
- – Impactful Philanthropy
- – Executive Management
Operations and Administration
- – Annual Filings
- – Compliance
- – Record Keeping
- – Grant Administration
- – Communications
- – Program Creation
– Impact Reporting
– Relationship Cultivation
Finances and Tax
- – Tax Returns
- – Payment Processing
- – Endowment Management
- – Financial Support
Foundation X guides 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. We partner with passionate changemakers and work to bring your vision to life.
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.
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.
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.
Once we’re aligned, we craft a strategic plan that outlines our recommended governing structures, funding approaches, grant planning and more.
With the initial plans in place, we select your team from our deep roster of subject matter experts to complement your current capabilities.
Your dedicated team implements a customized plan with the structures needed to bring your mission to life.