Individual and Family Foundations

ForwardMiller's Foundation Services offers management services to new or existing foundations, such as guidance in developing a giving plan, evaluation of grant applications, administration of grants, and other support services. This allows founders and their families to concentrate on areas that are of specific interest to them, such as taking an active role in meeting with potential recipient organizations, or developing the financial and investment policies of the foundation.

Each year, increasing numbers of individuals and families are creating private foundations to further their philanthropic goals and to create an ongoing legacy with which children and grandchildren can become involved. In one recent year alone, more than 5,000 new foundations were created in the United States. ForwardMiller works to meet the growing need for professional support in the start-up efforts of new foundations or the work of already-established foundations by assisting their founders in the formulation of giving strategies. Foundations are independent not-for-profit corporations and thus need special services and careful handling in order to remain in compliance with the Internal Revenue Service.

ForwardMiller does not provide direct legal counsel, manage assets, or offer investment advice. Our services are offered in conjunction with your already-established professional advisors to provide in-depth knowledge and understanding of the charitable world. Consequently, we are not in conflict with, but rather complement, your own trusted legal counsel, investment advisors, financial planners, or wealth managers. If these services are not already in place, we can assist in creating a team for your specific interests and needs.

Forward thinking is ForwardMiller's ability to provide a "virtual" Manhattan office. We can dedicate a telephone line with voicemail, and your postal mail can be addressed directly to the foundation at our address, thus enabling one to have a prime East Side address without the expense of setting up a separate operation.
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