Private and Family Foundations

BPM proudly serves many private and family foundations that include a number of well recognized leaders in the grantmaking community, and we are a proud grantmaker ourselves. Through the BPM Foundation, we have contributed over $750,000 to local charities, as well as provided thousands of hours of pro-bono consulting time every year.

The BPM team is deeply experienced in serving private and family foundations and we understand the vital role they play in filling in the gap for so many nonprofits, often being the catalyst that fuels a better future for us all. Our range of expertise includes:

Audit Tax Grantee Reviews International Grantmaking Expenditure Responsibility Grants Excise Tax Planning Qualifying and Minimum Distributions Unrelated Business Taxable Income Self-Dealing and Conflict of Interest Nonresident Alien Taxation

Family Office Services Foundation Start-Up Estate Planning Investment Portfolio Management Alternative Investment Due Diligence Enterprise Risk Management IT Services and Outsourcing Cloud Computing Boards and Governance

Our commitment to private and family foundations is well recognized in the industry, as we are often called upon to present for foundation leaders, such as the Foundation Financial Officers Group (FFOG). We pride ourselves in being proactive with our clients and providing them with the latest updates on industry and regulatory trends. We are equipped with a number of tools, checklists, and best practices for our clients to reduce the administrative burden and allow them to focus on investing in our communities.

For more information on our private and family foundation services, e-mail us at bpm@bpmcpa.com