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Our Services

Private & Family Foundations

Grant Management

Financial Administration & Accounting

Strategic Planning & Governance

Communications & Community Relations

FAQs - Private & Family Foundations

Corporate Foundations

FAQs - Corporate Foundations

Individual Donors & Donor Advised Funds

Professional Advisors

You've made everything flow with our foundation so easily, reliably and well. We appreciate it all - the introductions to the people we needed to meet, the flawless handling of the foundation, and the guidance through the new world of grantmaking.

- President, Marra Foundation




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Private & Family Foundations

LKM offers private and family foundations a complete array of services that are customized to meet each client’s particular needs as they evolve over time. We can provide complete foundation management services or specific support for family members or staff just where it is needed.




Summary of Services

Grant Management

  • Development of grantmaking priorities and guidelines
  • Grantee due diligence and analysis of proposals
  • Grant monitoring and evaluation.

Financial Administration and Accounting

  • Accounting and financial administration, budgeting and cash management
  • Preparation of 990PF and other required filings
  • Grant disbursements and payables

Strategic Planning and Governance

  • Organization and facilitation of the board
  • Articulation of mission, priorities and philanthropic focus
  • Determination of foundation's giving capacity, lifespan and succession planning

Communications and Community Relations

  • Development of foundation web-site and annual report
  • Management of communications between the foundation and grant recipients, grant seekers, community agencies and other funders.

FAQs About Private and Family Foundations