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Private Foundations

Maximize your private foundation’s impact with CRI’s specialized compliance and operational expertise.

Private foundations often face a unique set of administrative challenges that can impact their efficiency, compliance, and overall effectiveness in achieving their philanthropic goals.

CRI’s team of specialized advisors has extensive experience working with private foundations to help ensure compliance in several key areas. Navigating everything from complex tax regulations, adhering to reporting requirements, and accuracy in financial statements to understanding the implications of the foundation’s activities to avoid penalties and maintain its tax-exempt status are some of the ways our capable professionals can guide your foundation.

With CRI as your private foundation’s essential partner, you can also receive support in establishing and maintaining governance structures, help defining roles and responsibilities for board members, assistance in prepping your organization for leadership succession, and aid in ensuring operational efficiency.

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