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Creating your
Foundation


Foundation
Administration
and Management


Your Success
in Philanthropy




Our Services

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Sterling Foundation Management provides you with comprehensive foundation management services so that you can enjoy all the pleasure, gratification, and satisfaction that come from an effective, well-run foundation. In this booklet, you'll learn how we can quickly create your foundation for you, and how we free you from the administrative burden of maintaining your foundation. Most important, you'll learn about the unique set of skills, knowledge, and experience that Sterling puts to work on behalf of your foundation to give you an edge in philanthropy — the Sterling Edge.

We can help your foundation in many areas: grantmaking procedures; cash management; expert knowledge; best practices management; leverage; tax planning; Vision, Values, and Family; effectiveness measurement; and general support. We explain each of these in more detail below, and use specific examples to illustrate how we create value for our clients.

As you will see, we create value in a wide variety of ways, some of which are measurable in saved money, some in saved time, and some in saved lives. Our services more than pay for themselves in actual savings and added value for our clients. This booklet will help you understand how we do that.

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