Philanthropic Advice and Planning that Creates Real, Lasting Change
If you have ambitious philanthropic goals, Foundation X is here to help you find a better way for doing good.
We’ll surround you with a team that helps you maximize and multiply your efforts. From charitable giving to foundation creation and management, corporate philanthropy and more, we’ll provide you with the knowledge and bandwidth you need to impact as many lives as possible.
$7M
in grants deployed
870
organizations supported
in
45
states
+
15
countries
Who We Serve
Individuals & Families
You want to make a transformational difference. We make your philanthropic vision a reality. Our social impact team works with you at any stage to help you achieve your goals and make the change you want to see in the world.
Philanthropic Planning and Advice
Our tailored approach to philanthropic financial planning allows you to do the most with your resources, generating a larger impact as you achieve your goals.
- Resource Allocation and Financial Planning
- Legacy Planning
- Intergenerational Philanthropy
- Budgeting and Structure
Social Impact Vision & Strategy
We keep your mission front and center by identifying strategic, high-impact targets that align with your broader values.
- Social Impact Planning
- Giving Alignment
- Giving Vehicle Recommendations
- Impact Reporting
Charitable Giving Strategies
Starting with your end goal and desired impact in mind, we will provide the best recommendations for giving solutions and vehicles.
- Donor Advised Funds (DAF)
- Private Foundations
- Charitable Trust Planning
- Tax Strategies and Advantages
Corporations & Businesses
We partner with corporations and businesses that are committed to engaging employees and advancing the work of community partners. Our corporate social responsibility (CSR) team works directly with your organization to maximize your investment and deliver results.
Strategic Corporate Philanthropy
We align every decision with your organizational vision and social impact goals. Let’s get started by managing your:
- Social Impact Visioning
- Business Case for Giving
- Governance
- Impactful Partnerships
- Corporate Foundation Creation
Employee Engagement
We create strategies that encourage your employees to become more engaged and achieve collective impact for the organization and the community. Let’s translate your values to the broader community through:
- Social Impact Visioning
- Business Case for Giving
- Governance
- Impactful Partnerships
- Corporate Foundation Creation
Strategic Corporate Philanthropy
You focus on running and expanding your business. We’ll focus on activating and operating your philanthropy programs. You get time back while still achieving your charitable giving and strategic philanthropy goals. We’ll handle the:
- Marketing and Communications
- Partnership Development
- Grant Administration
- Payment Processing
- Legal and Compliance
Foundations & Nonprofits
Every foundation or nonprofit has unique resources. We partner with your organization to assess what is working well, while identifying opportunities for growth—helping you fill the gaps and amplify your impact.
Operations & Administration
Even small things can get in the way of a big vision. We can simplify the complexities of charitable giving and philanthropic financial planning by helping you with:
- Annual Filings
- Compliance
- Record Keeping
- Grant Administration
Leadership & Management
Need help getting things off the ground or maintaining what you’ve already built? You’ll maintain leadership control while we assist with:
- Visioning
- Governance
- Impactful Philanthropy
- Executive Management
- Communication
- Relationship Cultivation
Finances & Tax
When it comes to philanthropic financial planning, every detail is important, especially those that deal with finances. Our team will help you maintain compliance and remain sustainable by handling your:
- Tax Returns
- Payment Processing
- Endowment Management
- Mechanisms of Financial Support
Financial Advisors & RIAs
Our Philanthropic consulting services are designed to empower RIAs and professional financial advisors with in-house strategic philanthropic experts. We act as an extension of your firm and practice to help you focus on social impact. We provide a flexible model that enhances your current suite of services and deepens your relationship with your clients.
Direct Client Advice & Strategic Philanthropy
From setting the strategy to making recommendations through client-facing deliverables, we act as an internal extension of your team. We’ll enhance your:
- Knowledge
- Capability
- How you deliver your services to your clients
Nonprofit Due Diligence
We have decades of experience working with nonprofits. We’ll help you select:
- The right organizations to work with
- Vet their goals, strategies, and capabilities
- Determine whether they are the right partners for you
Advisor Training & Education
If you’re looking to enhance your advisors’ knowledge in every area of philanthropic and charitable giving financial planning, we can help round out your expertise. We offer educational opportunities on everything from:
- Giving vehicles
- Tax strategies
- Endowments
- And more
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.
Ready to find a better way for doing good?
At Foundation X, we are passionate about helping people and businesses find better ways for doing good. Connect with us to learn more!
