Family and Private Foundation Services
For individuals and families who choose to practice their philanthropy through a private foundation, the Palatine Foundation, N.A. (TPF) can be a valuable partner. With extensive grant-making experience and local community knowledge, TPF is uniquely equipped to provide a variety of services for local foundations to support their local, national or international grant-making.
Whether your foundation is large or small, our array of services can ease the burden with:
- Research to focus funding priorities
- Develop grant application guidelines
- Review and screen proposals
- Conduct site visits
- Grantee due diligence reviews
- Advise on award amounts
- Process grant awards and agreements
- Monitoring grant accountability and impact
All of these services can be customized to meet your specific needs. The real benefits include a reduction in your administrative burden with expert staff support, achieving maximum impact with your charitable dollars and the assurance that your foundation's philanthropic goals will be achieved in an extremely efficient manner.
To learn more about our services for private foundations, contact C. Pyle at admin@TPF.web-dynamics.us.
How can the Community Foundation help with my foundation's required qualifying distribution?
As a private charity, The Palatines can accept a “qualifying distribution” from your privatefamily foundation to help fulfill your annual pay-out or disbursement requirements. This distribution can be placed in a fund that will be advised by the trustees of your foundation, allowing you more time to deliberate and recommend grants. The benefits include:
- No cost to establish
- No excise tax on income
- No annual distribution requirements
- No annual reporting requirements
- Anonymous giving at your request
- Access to TPF’s expert staff