Family Offices

Comprehensive, Adaptable Solutions Designed to Advance the Family’s Philanthropic Goals

Charitable Giving Solutions for Your Families

Alongside managing the family’s financial, investment, and personal matters, you also play a key role in supporting their philanthropic efforts.

Are your office’s resources stretched by managing your client’s charitable giving?

Does your team have the specialized knowledge of IRS rules for charitable vehicles to ensure compliance?

Has the family expressed interest in taking a more innovative approach to philanthropy, beyond straightforward gifts to public charities?

Is it challenging to coordinate philanthropic activities among family members who are spread across different zip codes or time zones?

Benefits of Working with Foundation Copilot

Foundation Copilot is a trusted third-party administrator for private foundations, donor-advised funds, and planned giving. By partnering with us, your family office gains a comprehensive platform for managing the family’s charitable giving without adding staff or building new infrastructure. You continue to oversee the relationship with the family and their philanthropic investments, while we handle administrative support. We provide:

A single platform to manage private foundations, DAFs, and planned gifts.

The option to white-label giving vehicles to match your brand or the family’s identity.

Access to a team of foundation specialists ready to provide support and guidance.

Proactive compliance monitoring to identify potential issues before they become violations.

Expertise to maximize the full range of philanthropic activities allowed by the IRS.

A technology platform that enables family members to communicate and coordinate giving efforts efficiently.

How We Work with You and Your Family Office

Your Office
Your designated staff member acts as the primary liaison between the family and Foundation Copilot’s philanthropic technology and administrative services. Your office also receives a dedicated Private Client Advisor who is always available by phone to answer questions, resolve issues, and handle special requests. Our charitable giving experts can also engage directly with the family when appropriate, at your discretion.

The Family’s Philanthropic Portfolio
With your guidance, the family establishes their philanthropic strategy and makes grantmaking decisions across their giving vehicles, including DAFs and foundations.

Foundation Copilot
Working behind the scenes, Foundation Copilot delivers all the administrative services needed to keep charitable giving activities running smoothly and in full compliance. We coordinate with your office on day-to-day administrative matters to support the family’s philanthropic initiatives.

With Foundation Copilot, You Get:

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

With experience supporting private foundations, donor-advised funds, and planned giving, Foundation Copilot understands that every family’s philanthropic needs are 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 through 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.