Sterling Foundation Management has decades of experience working with private foundations, public charities and other charitable organizations -- from large national charities to smaller family foundations and everything in between.
The videos below describe in detail the positive and lasting impact Sterling has made in helping our clients achieve their charitable goals. You can also read written testimonials from many more clients and professional advisors who know our work and understand the value of the services we provide.Overview of Sterling’s Philanthropy Services
Jim Lintott, Founder and Chairman of Sterling Foundation Management, and several of Sterling’s clients describe the variety of Philanthropy Services offered by the company. Specific examples of how Sterling has added value are outlined.
Sterling’s Impact on the Epilepsy Therapy Project
Sterling helped their client create and run a highly successful organization dedicated to accelerating new treatments for Epilepsy and finding a cure.
Sterling Drives Results at the Fauquier Free Clinic
The Fauquier Free Clinic partnered with Sterling to identify ways they could better and more efficiently use their resources to serve the growing healthcare needs of their community.
Sterling Helps Client Combat Obesity in America
Sterling helped their client create and run the Rudd Center for Food Policy and Obesity at Yale University dedicated to improving the American diet, preventing obesity and reducing the stigma associated with being overweight.
Sterling Helps Launch Online University
Sterling helped their client, a syndicated radio talk show host, create a highly successful online education program.
Testimonials – Philanthropy Services
It [a foundation] can be overwhelming. Where do you start? What do you do? There are tax implications, legal documents, and filings. The nice thing about Sterling is they take care of all of that for you so you can focus on the work that you want to do and the people you want to help.
They [Sterling] have the highest level of professionalism, expertise and experience.
You have bridged the gap between ‘knowing versus doing.’ For the busy professional with long-term charitable goals, this is a huge problem. Sterling provides the solution with both knowledge and action.
It [a foundation] can be overwhelming. Where do you start? What do you do? There are tax implications, legal documents, and filings. The nice thing about Sterling is they take care of all of that for you so you can focus on the work that you want to do and the people you want to help.
They [Sterling] have the highest level of professionalism, expertise and experience.
You have bridged the gap between ‘knowing versus doing.’ For the busy professional with long-term charitable goals, this is a huge problem. Sterling provides the solution with both knowledge and action.
Private foundations have played a vital role in solving a number of important public health and medical issues. Once-terrible scourges like yellow fever and polio no longer threaten us and our children. However, today there is much critical research— research that could lead to the cure of many diseases, the easing of much suffering, and to longer, healthier lives for all of us — that is underfunded or not funded at all. Private philanthropy, most notably the philanthropy of private foundations, can fill that gap. The people at Sterling Foundation Management, whom I’ve known for years, are doing their part to help by making it easy and convenient for people to create and run their own private foundations. I salute them.
Sterling provides a complete solution to foundation creation and management, enabling our family to focus on the most important aspects of giving.
I've been practicing in the trusts and estates area for thirty years, and I've seen quite a few private foundations in that time. In the past, every time we created one, we carefully explained the administrative and compliance requirements to our clients. Yet we still worried about whether, over time, the client would dot every i and cross every t. If we send them to you [Sterling Foundation Management], we know the administration and compliance will be done, and done right.
As CPAs and management consultants, we do lots of tax calculations and financial projections. But until I reviewed Sterling's analysis of the economics of lifetime giving, I never fully realized just how much value can be created with a carefully planned program of optimal private foundation funding. Depending on the circumstances, Sterling can show creators of foundations how they can use good tax planning to double the amount their foundations have, and yet still leave more for their children.
Sterling Foundation Management offers a unique opportunity for advisors with high net worth clients to capture a share of the growing market for private foundation assets. They create and manage private foundations on a turnkey basis. Their services are tailored to mesh seamlessly with investment advisory and financial planning services, so that the client's experience is very smooth and hassle free. I know, I am a Sterling client personally. And my firm has a strategic alliance with Sterling which enables me to provide my clients access to turnkey private foundation solutions. Our alliance with Sterling is not only good for our clients, it is very profitable for us, too.
I have known the principals of Sterling for over fifteen years. They have a great deal of experience in all aspects of charitable activity. The rules and regulations surrounding private foundations are extensive and formidable. Anyone who has a private foundation or is planning to create one must make certain that the foundation complies with all these rules and regulations. Generally, that requires professional management, and I can think of no one better qualified than Sterling to provide these important services.
Developing programs and activities which will make a real difference in people’s lives is our top priority. Sterling has played a vital role in helping us achieve our goals of helping people. If you have a private foundation and you care about making a difference, you need to contact them.
I have a JD, and MBA and extensive foundation experience. But when I have a question about a foundation compliance issue, I call Sterling. They’re knowledgeable, capable and always reliable. I enthusiastically recommend Sterling to anyone who has a private foundation.