You have a vision. We make it a reality.

Our unique Social Impact Office experience delivers a seamless suite of foundation advisory and management services—from one-time consultation to full-service operation, and everything in between. We partner with you to build a team of dedicated professionals who embrace your mission and grow with you.

Our Services

Working together to make an impact.

No matter what your organization needs to take the next step, your Social Impact Office team is ready to help you move forward—eliminating complexities, synchronizing actions and helping you plan for whatever’s next.

Strategic Advisory

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

Operations and Administration

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

Stakeholder Engagement

  • – Social Media 
  • – Communications 
  • – Fundraising Strategy 
  • – Marketing 
  • – Branding
    – Impact Reporting
    – Partnership Development 

Identity Creation Services

  • – Foundation Creation
  • – Brand Strategy and Visual Identity
  • – Website

Big or small, every advancement deserves a celebration.

Photo by Rebecca Studios

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

Discover

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.

Building a solid foundation starts here.

Creating a foundation is a rewarding, yet challenging endeavor. Foundation X has streamlined this process for clients, 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.

Meet the Team

A handpicked team of experts, dedicated to innovative solutions.