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Our Services

Private & Family Foundations

Grant Management

Financial Administration & Accounting

Strategic Planning & Governance

Communications & Comminity Relations

FAQs - Private & Family Foundations

Corporate Foundations

FAQs - Corporate Foundation

Individual Donors & Donor Advised Funds

Professional Advisors

I think the fastest growing business in the next twenty years will be the administration of private foundations... It doesn't sound difficult to give away money intelligently, but it really is.

Walter Winston, Wired, September 1999

 

 

Photo Credits
Photos on this site show how LKM clients are making a difference.

Professional Advisors

LKM works as a team with estate planning attorneys, wealth managers and investment advisors to extend their capacity to design and implement clients' philanthropic strategies as part of their overall wealth preservation and estate plan.

Philanthropic Planning

LKM helps advisors incorporate philanthropic planning into their clients' estate planning and wealth management to maximize the benefits of charitable giving to both the client and the community.

Private Foundation Management

LKM supports professional advisors’ abilities to serve their clients who have private foundations by providing day-to-day foundation management and administration in a cost-effective, professional and personal manner. The foundation's assets remain under the donor's control and under the management of the client's investment manager.

Testamentary Gift Planning

LKM supports attorneys in assisting their clients to plan the testamentary disposition of their wealth by identifying clients' charitable goals and the best charitable destinations, structuring gifts with intended recipients, and providing ongoing monitoring to ensure that donors’ wishes are carried out.

Charitable Trust Distribution

LKM works with trustees of charitable trusts on the implementation and distribution of trust assets in the most effective manner and provides grant management, monitoring and evaluation services for grants made through charitable trusts.

Client Seminars

LKM offers seminars tailored for clients of private banks, asset managers, investment advisors, financial planners and other professionals. Seminar topics include:

Ways of Giving: Diversifying Your Charitable Portfolio
Finding Focus in Philanthropy
High Impact Family Philanthropy
Is a Private Foundation Right for You?

Investment Guidelines

LKM works with asset managers to formulate foundation investment guidelines for their private foundation clients.