Foundations
Foundations grant billions of dollars each year, supporting the common good, giving birth to social and cultural innovation, and filling gaps. |
How can LarsonAllen help?
After years of growth, foundations face a multitude of strategic, program, and regulatory challenges. Your response to those challenges has the potential to define the next generation of philanthropic giving. LarsonAllen serves private, family and community foundations; entrepreneurial philanthropists; and other funding agencies throughout the country, supporting the common good.
Audit, accounting, and tax services
- Financial statement audits, reviews and compilations
- Investment holding tracking and reconciliation
- Outsourced accounting and bookkeeping services
- Form 990 or 990PF preparation
- Assistance with the IRS and state authorities
- Sales and payroll tax evaluation
- Strategic tax planning
Consulting
- Program design and management
- Strategic planning
- Board development and consulting
- Succession and other transition management
- Industry study and assessment
- Program evaluation
- Employee benefit plan consulting and administration
- Organizational and financial assessment
- Grant review and grantee assessment
- Internal controls review and recommendations
- Information security services
Training courses
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Contact us for more information.
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