CPAs

We make it easier for you and your clients to manage a foundation with confidence and peace of mind

Pause, take a breath in, and let it out feel a bit more relaxed? Now imagine having that same sense of relief when it comes to managing the tax requirements for your clients’ private foundations. The philanthropic specialists at Foundation Copilot are here to help make that possible.

We focus on supporting private foundations while enhancing the work of their trusted advisors attorneys, accountants, investment managers, and other professionals. As a CPA looking to guide clients in their philanthropic efforts, you can rely on us as a seamless extension of your team.

How We Collaborate with You and Your Clients

Your Foundation Clients
Your clients remain in control of their foundation setting strategy and making all grantmaking and investment decisions. We provide a comprehensive management platform along with integrated administrative support to help them operate efficiently. While we work alongside you on tax-related matters, your clients continue their relationships with their existing wealth advisors and attorneys. Our role is to help bring everything together and offer expert guidance whenever needed.

A flexible suite of services, including administrative, compliance, advisory, and technical solutions designed for modern philanthropy

Technology-driven support that handles the day-to-day operations required to keep foundations running smoothly and in compliance

Access to knowledgeable tax and legal professionals who understand private foundation regulations and are available for consultation

A dedicated Private Client Advisor who serves as the main point of contact and oversees coordination of all services provided by Foundation Copilot

Your Firm
Through Foundation Copilot, your firm can access the foundation’s fully reconciled asset and transaction data via our secure online platform. We handle the administrative “back-office” work, while your firm continues to serve as the foundation’s main tax advisor and preparer. We simplify your workflow so you can easily:

Calculate quarterly excise taxes

Prepare and file federal returns (990-PF and related documents) as well as state filings

We also offer:

Fully reconciled financial data to support the foundation’s federal and state filings

A streamlined, convenient way to access all the information needed to prepare and submit returns on schedule

Expert compliance oversight through Foundation Copilot, with potential issues identified early before they become problems

Philanthropic Services Tailored to Your Clients’ Needs

Administrative Services

Our experienced team manages the operational details that keep your clients’ foundations running efficiently, allowing them to stay focused on their philanthropic priorities. We handle:

Grant administration and fund disbursements

Expense review and processing

Ongoing compliance oversight for foundation activities

Monitoring progress toward the annual 5% minimum distribution requirement

Accounting and reconciliation for the foundation

Tax preparation (including Form 990-PF and related filings), as well as required state filings

Philanthropic Expertise

Foundation Copilot Philanthropic Directors are seasoned professionals ready to offer guidance to the foundation through periodic phone consultations. For foundations needing more comprehensive support, our Philanthropic Directors can deliver tailored, in-depth engagements.

Foundation Formation

We’re glad to collaborate with a family’s attorney as they handle the creation of a new private foundation, while we manage the administrative coordination. Alternatively, Foundation Copilot can establish the foundation entity and file IRS Form 1023 to secure tax-exempt status. We also provide articles of incorporation, bylaws, and investment, expense, and conflict-of-interest policies, all of which the foundation can customize as needed.

In Summary

Foundation Copilot understands that every foundation is unique. We take the time to learn about your practice and your clients to help chart the most effective path forward. Ultimately, your clients want to make a meaningful impact with their philanthropy and our mission is to help them achieve exactly that.

Ready to get started?

CONTACT US
Foundation Copilot empowers individuals and companies to make a lasting impact through philanthropy. Our innovative technology, paired with philanthropic expertise, helps support and strengthen charitable organizations.
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© 2026 All Rights Reserved. Foundation Copilot Philanthropic Services Inc. Foundation Copilot is a registered trademark of Foundation Copilot Philanthropic Services Inc. This website is provided for general information purposes only and does not constitute legal, tax or investment advice. Foundation Copilot does not provide banking services; such services are provided by (insert bank name here) or another third-party financial institution.