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Foundations

Foundations are charged with juggling several responsibilities in an inherently fast-paced and demanding environment as complexity, regulatory scrutiny and accountability expectations from donors are increasing. From software selection and implementation to complex tax reporting for foreign investments and unrelated business income tax (UBIT), we understand your audit, tax and consulting needs. We take your obligations as seriously as you do, as our professionals are approved to serve nonprofits through a firm industry designation program.

Our tax advisors help tell your foundation’s story and provide clarity for stakeholders through the Form 990, while navigating complex state regulations and foreign tax requirements arising from investments. Alternative investments are part of most portfolios, and our extensive audit experience includes not just foundations, but the private equity and hedge funds you invest in. We also understand the intricacies of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) governing donor restricted endowments, having co-authored articles with the FASB project manager.

Contact

Bob Billig
Partner
National Practice Leader
866.239.8790


Capabilities

Muse Newsletter
A bi-monthly publication dedicated to providing ideas and education to tax exempt organizations.

RSM MarketPrism
Provides organizations with valuable benchmarking information on a real-time basis.


Events/Webcasts

LIVE WEBCAST

Nonprofit Industry Webcast Series 2020

  • December 02, 2020

RECORDED WEBCAST

App in a day

  • July 23, 2020

RECORDED WEBCAST

Impact of section 4960 proposed rules on taxable and exempt entities

  • July 01, 2020

RECORDED WEBCAST

What is the board’s role in financial reporting oversight?

  • June 25, 2020

RECORDED WEBCAST

Excel budgeting made easier for Dynamics GP users

  • June 24, 2020