Marcum LLP
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Family Wealth Services - Private Foundation
& Philanthropy Planning


Marcum can manage the administrative and back office functions necessary to operate a private foundation, allowing more time and effort to be focused on furthering the organizations charitable mission.

Private Foundation Services
  • Preparation of the application for recognition of exemption and state registration
  • Preparation of federal, state and local exempt returns
  • Preparation of federal and state unrelated business returns
  • Preparation of estimate excise taxes
  • Oversee distribution requirements
  • Adherence to expenditure responsibility
  • Public disclosure compliance and governance
  • Oversee compliance regarding prohibited transactions; self dealing, jeopardizing transactions and excess business holdings
  • Tax Planning and strategies
  • Program related investments/set asides
  • Representation before IRS and Attorney General
Complete Customized Back Office Services
  • Perform full charge bookkeeping, statement preparation and accounting services
  • Payroll services
  • Grants administration
  • Board governance
  • Internal control policies
  • Interface with auditors
  • Bill paying
  • Budgeting and cash flow analysis
  • Sales tax compliance
Philanthropy Planning Services
  • Strategies using donor advised funds, charitable remainder trust, charitable lead trusts and private foundations
  • Sophisticated gifting and estate planning strategies
  • Coordinate with charitable organizations to structure special gifts such as university chairs, fellowships, trusts and annuities
  • Engaging heirs in philanthropy endeavors
  • Multigenerational gifting and planning
FAMILY WEALTH SERVICES
Private Client Tax Services
Trusts & Estates
Private Foundation & Philanthropy Planning
Your Family Office

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