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 Our
Services
LKM offers customized philanthropic management and advisory services
for family and private foundations, corporate foundations and giving programs,
individual donors, and donor advised fund holders. Our services are individualized
for each client to reflect his or her philanthropic goals, interests,
style, desire for involvement or privacy, time commitment, and family
or corporate traditions.
Because each client’s needs are different, our services are designed
and priced individually. We offer annual comprehensive fees, a project
fee, or hourly fees, so that each client may receive just the services
that are desired.
Comprehensive Foundation Management Services
With LKM’s comprehensive foundation management service, one fee
covers all the foundation needs to operate with the highest standards
of professionalism, responsiveness and accountability. Our inclusive approach
ensures that a broad range of services are available whenever the client
needs them, at no additional fee. LKM works with each client to design
a customized scope of service at an inclusive fee based on the services
needed.
Philanthropic Advisory Services
LKM provides a full range of planning, grantmaking, financial management
and project evaluation services to foundations and individual donors on
a project or hourly basis. LKM provides independent analysis and advice
on direct giving options, distributions from supporting organizations,
philanthropic funds and donor advised funds, testamentary giving and disbursements
from charitable trusts.
Corporate Philanthropic Services
LKM works with corporate clients as outsourced managers of corporate
foundations or giving programs, or to design special projects to achieve
philanthropic goals, including foundation start-up, payout design, creation
of grantmaking initiatives and evaluation of grantmaking programs. LKM’s
Corporate Philanthropic Services are available on a project or hourly
fee basis.
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