Why Choose Foundation Matters:
Protecting your Family Legacy. Foundation Matters takes the time to know your family’s unique needs. We engage and mentor family members of all ages and generations, especially children and grandchildren, regarding the best practices for philanthropic endeavors. We help create a legacy with impact.
Time to Listen. We recognize that our premium service relies on taking the time to listen. We put energy and effort into knowing our clients, their families, their goals and their values. We handle profoundly personal and sensitive matters involving family assets and businesses with discretion and care.
Oversight. Foundation Matters brings a unique perspective coupled with years of experience creating and managing giving plans, from charitable trusts to private family foundations. With disciplined management, transparency, integrity and accountability, we implement your philanthropic goals through coordination with your legal, tax and financial advisors, as well as selected non-profit organizations.
Maintain Family Harmony. We understand the importance of family, and our skills have yielded proven success uniting all family members to common philanthropic objectives.
Peace of Mind. Foundation Matters understands the management and compliance requirements for philanthropic giving through different options, including donor advised funds and private foundations. Through our proprietary process, we help ensure proper conformance of your estate and legacy plans. We are always at your side to safeguard the implementation of your legacy.
Trust, Integrity, Confidentiality. At Foundation Matters, trust, integrity and confidentiality are our top priorities.
