Foundation Administration

Foundation Copilot allows you to focus on what matters most your philanthropy by handling the essential, time-intensive back-office work required to operate a successful foundation. We take care of the details with precision and reliability.

Our fully outsourced support covers every aspect of foundation management, so you can enjoy the impact of your giving without the administrative burden. From compliance monitoring and transaction processing to tax preparation, filing, and financial reporting, we simplify operations. In collaboration with leading legal and tax professionals and in close alignment with IRS requirements we’ve developed proprietary systems and processes that provide:

Real-time visibility into potential compliance concerns

A consolidated, easy-to-read overview of all foundation assets

Timely processing of grants, taxes, payroll, and other transactions

Complete federal and state filings, including Form 990-PF

Daily tracking of the annual 5% minimum distribution requirement

Integrated accounting and grantmaking within a single platform eliminating duplicate data entry

These capabilities give you greater impact, efficiency, and peace of mind.

What You Receive from Foundation Copilot

When we say Foundation Copilot manages every aspect of your private foundation, we mean it. Our services cover both essential administrative needs and more advanced solutions for complex philanthropic strategies.

For every foundation we administer, we provide:

Administration & Governance

Maintain foundation records, including funding, income, expenses, and asset valuations

Track grant history and substantial contributors

Monitor progress toward the annual 5% distribution requirement

Archive corporate, tax, and foundation documents

Manage user access and permissions

Compliance

Verify each grantee’s 501(c)(3) public charity status

Perform due diligence in line with the USA PATRIOT Act

Identify supporting organizations requiring additional review

Track “Advance Ruling” expirations

Monitor grants and expenses to help prevent:

Self-dealing

Jeopardizing investments

Taxable expenditures

Excess business holdings and related risks

Review affiliations with other nonprofits

Track substantial contributors

Transaction Processing

Process contributions to the foundation

Prepare grant payments and accompanying documentation

Pay expenses and service fees

Provide payroll support when applicable

Maintain accurate transaction accounting

Tax Preparation & Filing

Calculate and remit quarterly estimated taxes

Prepare and file federal Form 990-PF

File Form 990-T for UBIT when required

Prepare Forms 1099 and 1042 for contractors

Handle applicable state filings

Provide donor acknowledgment receipts

Maintain organized tax records within the foundation archive

Financial & Grant Reporting

Provide detailed grant and transaction reporting

Track and report expenses

Deliver comprehensive financial reporting

Advanced Foundation Management

Our specialized services help you fully leverage the capabilities available to private foundations under IRS guidelines.

Specialized Grantmaking Services

Expenditure responsibility grants

Equivalency determinations

International grantmaking

Program-related investments and recoverable grants

Scholarship, fellowship, and award programs

Direct charitable activities

Set-asides

Specialized Compliance & Tax Services

Compensation benchmarking

Transition-year and amended tax returns

Audit support (excluding IRS audits)

Support for investments in limited partnerships, trusts, and S-corporations

Assistance with foundation DBA (“doing business as”) filings

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.
Name
Email
Message
The form has been submitted successfully!
There has been some error while submitting the form. Please verify all form fields again.

Technology

Future Links
Will Go
Here

Services

Future Links
Will Go
Here

Who We Serve

By Role
Donors
Non-Profits
Financial Institutions
Partnerships
Advisors
Wealth Advisors
Attorneys
Accountants
Family Offices

About Us

Company
Team

© 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.