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Foundation Management

Helping foundations turn their mission into measurable impact.

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Managing a charitable foundation requires more than good intentions. It takes strong governance, sound financial oversight, successful fundraising, regulatory compliance, effective programs, and consistent administrative support.

McDonald Association Management Company provides comprehensive foundation management services designed to help nonprofit and charitable foundations operate efficiently, remain focused on their mission, and maximize the impact of their programs and resources.

From governance and compliance to fundraising, financial management, programs, and events, McDonaldAMC provides the administrative infrastructure foundations need to operate responsibly and advance their mission.

Whether a foundation operates independently or is affiliated with an association, McDonald AMC can provide the day-to-day management and strategic support needed to keep the organization moving forward.

Comprehensive Foundation Management Services

Our team can support all aspects of foundation operations, including:

Administration & Operations

Day-to-day administration, board support, records, vendors, and planning.

Board
Governance

Meetings, policies, bylaws review, strategic planning, and transitions.

Compliance & Tax Coordination

Filing deadlines, tax-exempt records, audits, and advisor coordination.

Financial Management

Budgets, reporting, payables, and coordination with CPAs and advisors.

Fundraising & Donor Development

Campaigns, stewardship, sponsorships, online giving, and tracking.

Fundraising Event Planning

Golf tournaments, galas, auctions, and benefit events start to finish.

Programs & Community Outreach

Grants, scholarships, volunteers, service projects, and impact reporting.

Marketing & Communications

Website content, newsletters, social media, and donor recognition.

Administration & Operations

The daily work of running a foundation — meetings, records, correspondence, deadlines, and vendors — handled by a team that does it every day.

  • Day-to-day foundation administration
  • Board and committee support
  • Meeting preparation, agendas, minutes, and follow-up
  • Policies, procedures, and organizational recordkeeping
  • Vendor and contract management
  • General correspondence and stakeholder communications
  • Annual calendars, deadlines, and organizational planning
  • Coordination with outside professional service providers

Board Governance

Strong governance helps foundations remain accountable, organized, and focused on their mission. McDonald AMC works with foundation leadership to support effective Board and committee operations. Services may include:
  • Board meeting coordination and support
  • Governance policies and procedures
  • Bylaws and policy review
  • Board and committee development
  • Strategic planning support
  • Board orientation and leadership transitions
  • Election and appointment processes
  • Succession planning
  • Tracking Board actions and follow-up items

Compliance & Tax Coordination

Maintaining appropriate nonprofit and tax-exempt status requires ongoing attention to filings, governance requirements, financial controls, and regulatory deadlines. McDonald AMC helps foundations stay organized and informed so important compliance responsibilities do not fall through the cracks. Our support may include:
  • Tracking federal, state, and local filing requirements and deadlines
  • Coordinating annual tax returns and informational filings with the foundation's CPA or tax professional
  • Supporting annual audits, financial reviews, and required financial reporting
  • Maintaining corporate, governance, and tax-exempt organization records
  • Coordinating charitable registration and reporting requirements
  • Monitoring Board-approved policies and governance procedures
  • Supporting conflict-of-interest, document retention, whistleblower, and other organizational policies
  • Assisting with required acknowledgments and documentation for charitable contributions
  • Coordinating with attorneys, accountants, auditors, and other professional advisors when specialized guidance is needed
  • Helping the Board identify compliance matters requiring professional review
McDonald AMC can serve as a central point of coordination to help ensure the foundation’s administrative, financial, and governance responsibilities are handled consistently and required filings and deadlines are addressed in a timely manner.

Financial Management & Investment Coordination

Sound financial management is essential to protecting a foundation’s resources and supporting its long-term mission. McDonald AMC can assist with:
  • Budget development and monitoring
  • Financial reporting
  • Accounts payable and receivable
  • Donation and contribution tracking
  • Banking and account management
  • Cash flow monitoring
  • Annual tax preparation coordination
  • Investment account reporting and performance review support
  • Audit and financial review coordination
  • Tax-exempt organization financial reporting
  • Coordination with accountants, CPAs, auditors, and other financial professionals
  • Implementation and monitoring of Board-approved financial and investment policies
  • Coordination with investment advisors, asset managers, custodians, and banking partners
  • Assistance with requests for proposals and evaluation of financial and investment service partners
McDonald AMC can serve as the administrative link between the Board and the foundation’s professional financial and investment partners, helping ensure information is organized, reporting is timely, and Board-approved financial policies are consistently followed.

Fundraising & Donor Development

Successful fundraising requires consistent communication, strong relationships, and organized follow-through. McDonald AMC can support:

  • Annual fundraising campaigns
  • Donor communications and stewardship
  • Sponsorship and charitable giving programs
  • Corporate and community partnership development
  • Online donation management
  • Donation tracking and reporting
  • Donor acknowledgment and recognition programs
  • Giving campaigns and special appeals
  • Fundraising strategy and planning
  • Donor database and contact management

Fundraising Event Planning

Fundraising events can provide an important source of revenue while also strengthening relationships with donors, sponsors, volunteers, and the communities a foundation serves.

McDonald AMC can manage fundraising events from initial planning through event completion, including:

  • Charity golf tournaments
  • Gala dinners and awards events
  • Fundraising receptions
  • Auctions and prize drawings
  • Community events and benefit programs
  • Donor appreciation events
  • Sponsorship development and fulfillment
  • Venue and vendor coordination
  • Registration and payment processing
  • Volunteer coordination
  • Event marketing and communications
  • Food and beverage coordination
  • Event signage and materials
  • On-site event management
  • Post-event financial reconciliation and reporting

Our team works to make fundraising events successful for both the foundation and its supporters while allowing Board members and volunteers to focus on relationships, participation, and the mission behind the event.

Programs & Community Outreach

The programs a foundation delivers are often where its mission becomes most visible. McDonald AMC can help administer and coordinate programs from planning through implementation and reporting. Services may include:
  • Charitable program administration
  • Grant and scholarship program coordination
  • Application and selection processes
  • Applicant and recipient communications
  • Volunteer recruitment and management
  • Community outreach initiatives
  • Service projects and charitable events
  • Program tracking and reporting
  • Impact measurement and communication
  • Coordination with community partners and participating organizations

Marketing & Communications

Clear and consistent communication helps foundations build awareness, recognize supporters, promote programs, and demonstrate impact. McDonald AMC can assist with:
  • Website content and updates
  • Email communications and newsletters
  • Social media management
  • Donor and community outreach
  • Promotional materials
  • Annual reports and impact communications
  • Fundraising campaign promotion
  • Program and event promotion
  • Sponsor and donor recognition
  • Public and stakeholder communications

Focus on the Mission. We'll Help Manage the Rest.

Foundation leaders and volunteers should be able to spend their time advancing the organization’s mission, building community relationships, raising funds, and making an impact—not managing administrative details and deadlines. McDonald AMC provides the professional support, systems, financial coordination, fundraising expertise, compliance support, and management experience needed to keep foundation operations organized, financially responsible, and moving forward.

McDonald Association Management Company

Contact McDonald Association Management Company to learn more about our Foundation Management services.

McDonald Association Management Company

CONTACT US

PHONE: (916) 485-5875
EMAIL: Jenifer@McDonaldAMC.com

MCDONALD Association Management Company, Inc. Sacramento CA.

LOCATION

1540 River Park Drive, Suite 211
Sacramento, CA, 95815-4608

Office Hours

Mon-Fri: 8:00 am to 5:00 pm
Sat/Sun: Closed

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