Foundation Management Inc.


(FMI) is uniquely poised and well equipped to assist your family through the regulatory maze of a Family Foundation. FMI's principal, Frank W, Merrick, has over 27 years experience in successfully developing and managing Family Foundations. He has the practical knowledge and involvement with foundation management, charitable organizations, and the grant-making and grant-receiving community. 

 

 

      FMI Services:                                                     FMI Offers:                                 

·          Foundation Retreats                                            1.    Vast experience in working with and 

v       Help to establish:                                                              through family issues        

·          Donor Intent Policies                                                            2.     Sensitivity to family's wishes

·          Trustee Policies                                                                3.    Excellent References

·          Grant-making Guidelines    

·          Investment Policies

 

 

Click HERE to contact Frank Merrick
or HERE to contact his assistant Lynsie Laughlin

 
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