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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

A family philanthropic enterprise, like a family business enterprise, involves goals, organization and management structure÷
Management means getting done what the donors and trustees want to get done, reasonably on schedule and for a reasonable cost.

-National Center for Family Philanthropy "Resources for Family Philanthropy: Finding the Best People, Advice and Support." 1999



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

Our Services

LKM offers customized philanthropic management and advisory services for family and private foundations, corporate foundations and giving programs, individual donors, and donor advised fund holders. Our services are individualized for each client to reflect his or her philanthropic goals, interests, style, desire for involvement or privacy, time commitment, and family or corporate traditions.

Because each client’s needs are different, our services are designed and priced individually. We offer annual comprehensive fees, a project fee, or hourly fees, so that each client may receive just the services that are desired.

Comprehensive Foundation Management Services

With LKM’s comprehensive foundation management service, one fee covers all the foundation needs to operate with the highest standards of professionalism, responsiveness and accountability. Our inclusive approach ensures that a broad range of services are available whenever the client needs them, at no additional fee. LKM works with each client to design a customized scope of service at an inclusive fee based on the services needed.

Philanthropic Advisory Services

LKM provides a full range of planning, grantmaking, financial management and project evaluation services to foundations and individual donors on a project or hourly basis. LKM provides independent analysis and advice on direct giving options, distributions from supporting organizations, philanthropic funds and donor advised funds, testamentary giving and disbursements from charitable trusts.

Corporate Philanthropic Services

LKM works with corporate clients as outsourced managers of corporate foundations or giving programs, or to design special projects to achieve philanthropic goals, including foundation start-up, payout design, creation of grantmaking initiatives and evaluation of grantmaking programs. LKM’s Corporate Philanthropic Services are available on a project or hourly fee basis.