Financial Administration & Accounting
Strategic Planning & Governance
Communications & Community Relations
FAQs - Private & Family Foundations
FAQs - Corporate Foundations
A family philanthropic enterprise, like a family
business enterprise, involves goals, organization and management structure÷
-National Center for Family Philanthropy "Resources for Family Philanthropy: Finding the Best People, Advice and Support." 1999
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.