Expert Accounting & Fractional CFO Services for Foundations
Helping foundations maximize impact while maintaining compliance.
We help foundations boost their impact while staying compliant amid regulatory and accounting complexities.
Case Studies
We've been documenting high-impact, grantee education and technical assistance scenarios that may apply to your needs.
Unique Challenges Require Specialized Services
For over three decades, we've provided customized accounting and finance solutions for independent foundations, family foundations, corporate foundations, community foundations, university foundations, intermediaries, and more.
Beyond our full suite of controller services, foundations count on YPTC for help with challenges unique to them, such as:
Investment Accounting
Private and public foundations’ large investment portfolios and alternative investments present complex accounting challenges—you’ll need expert guidance. We keep your investments reconciled throughout the year, and we are well-versed in accounting for alternative investments.
Grantee Technical Assistance
From your vantage point, you see the challenges your grantee partners face—rising costs, funding uncertainty, and the pressure to do more with less—we’ll help you help them so you can maximize your impact. We can provide direct support and education for your grantees through financial management training, finance department assessments, and hands-on accounting assistance.
Watch this short video to learn more about our specialized support for foundations:
Our Nonprofit Accounting Services
We work with nonprofits of all types — including foundations. Our team helps foundations level up their financial management and comply with complex accounting rules. YPTC offers the following services:
• CFO-level thought partnership
• Accounting, bookkeeping & month-end close
• Financial reporting & analysis
• Board meeting attendance & training
• Budgeting & forecasting
• Scenario planning & cash flow management
• Policies & procedures
• Grant accounting
• Investment accounting
• Grantee technical assistance and training
• Audit preparation
• Customized dashboards
• System conversions
• Interim solutions
Investing for Purpose: An Interview with the Experts
YPTC brought together a panel of experts to discuss a growing trend for foundation executives and finance professionals—impact investing. They discuss how you can align your investment strategies with charitable outcomes to make every dollar work harder for your mission and community while ensuring your own financial stability and compliance.
Proudly trusted by many foundation clients.
For over 30 years, we've been partnering with foundations to help them and their grantees achieve financial success.
Check out a few testimonials from our foundation clients:
With YPTC, we not only got where we needed to go, but found someone who fits into the culture of our organization."
- Renee Kutner, COO, Jewish Federation of Greater Atlanta
"With YPTC, you're part of an organization with more resources and reach from a national perspective. Their ability to provide context and commentary is very helpful."
- Wynn Rosser, President & CEO, T.L.L. Temple Foundation (Family Foundation)
"YPTC's approach is particularly good for those of us who aren't accounting whizzes – they make finances understandable."
- Paul Weagraff, Director, Delaware Division of the Arts
"We were growing faster than we expected and YPTC came in as a partner that was very familiar with that growth and our work, so having that expertise has been very important to me as a CEO."
- Benilda (Benny) Samuels, CEO, AYA Foundation (Community Foundation)
"[YPTC] brings a shared passion for our mission in addition to managing our finances to the penny and achieving perfect audits. What more could you ask for?"
- Michael Hund, CEO, EB Research Partnership (Grantmaking Public Charity)
"...YPTC understands us from both an accounting and a mission perspective. Our values align and they have developed strong expertise around private foundations."
- Ann Marie Healy, CEO, Philadelphia Health Partnership (PHP, an Independent Private Foundation)
YPTC has been working with PHP since 2008!
Pointing Grantees In The Right Direction
Looking for better reporting from grantees? They may need training or direct assistance with accounting, financial management, and system and process optimization. Foundations see great results when they partner with YPTC to build financial capacity for their grantees.
Rachel DeMatteo, Director and Leader of Foundations Specialization
Rachel DeMatteo has been working with nonprofits for more than 20 years, in roles such as auditor, grant accountant, controller, and CFO. Rachel has experience serving nonprofits across all sectors and is currently leading YPTC's foundation specialization. Rachel is a CPA and has presented educational sessions for Philanthropy New York and Exponent Philanthropy, as well as various other nonprofit councils.
