We are professionals serving professionals.
Whether you’re an investment advisor, an attorney, or a CPA, Foundation Group can provide your nonprofit client with expert formation and compliance services. Compliment your care to them by leveraging our knowledge, experience, and turnkey systems to ensure your client has exactly what they need to succeed.
Cost-Effective. Turnkey. Guaranteed!
Outsourcing to other professionals is a great way to expand your service offering to your existing clients and to attract new ones to your practice! We work with investment advisers, attorneys, CPAs, and other professionals nationwide, helping them serve the needs of their nonprofit clientele.
Since 1995, Foundation Group has provided expert formation and compliance services to thousands of nonprofits all across the US. From incorporation to 501(c)(3) tax-exemption, and from IRS Form 990 preparation to bookkeeping and fundraising registration services, we have you covered.
In our free resource guide for investment advisers and other financial professionals, we walk you through just how beneficial a private foundation can be for your high-net-worth clients, and your financial practice.
Put the power of philanthropy to work for you!
to Foundation Group?
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Complete the information to the right and a member of our management team will reach out to you soon. We look forward to the opportunity of mutually serving your clients.
Let’s do more, together!