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Foundations Specialization

Helping foundations navigate to financial management success.
Research Service (2)

Whatever The Journey, YPTC is Your Guide!

We work with independent foundations, family foundations, community foundations, corporate foundations, university foundations, intermediaries, and more. We understand your unique needs and leverage the expertise of our in-house experts to provide customized solutions.

We provide ongoing and interim accounting and Controller/CFO solutions, as well as specialized services, including:

 

Investment Accounting

We keep your investments reconciled throughout the year, and we are well versed in working with alternative investments.

 

Financial Reporting and Forecasting

We develop customized financial reports, forecasts, and visualizations that are meaningful for management and the board.

 

Segregation of Duties and Process Improvements

We guide you with continual recommendations for process improvements to create efficiencies and improve internal controls.

 

Grantee Technical Assistance

We can support your grantees through:

financial management training,

finance department assessments,

hands-on finance department support/adding capacity

Proudly trusted by many foundation clients.

Check out a few of our testimonials:

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Offering more than the numbers. We are a trusted guide and partner.

Pointing Grantees In The Right Direction

Looking for capacity building for your grantee partners? With 30 years of experience in providing  financial management services to nonprofits, YPTC is distinctly positioned to assist foundations in providing non-monetary support to their grantees.

Research Service (3)

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Rachel DeMatteo leads the Foundations Specialization for YPTC 

Rachel DeMatteo has been working with nonprofits for 18 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 vertical specialization. Rachel is a CPA and earned her B.S. from University of Pittsburgh (summa cum laude). Rachel has presented educational sessions for Philanthropy New York, Exponent Philanthropy, as well as various other nonprofit councils.

Ready to Get Started? Let's Chat!

 

Save The Dates!

Upcoming opportunities to meet our Foundations team!

Exhibiting/Presenting!

Exponent Philanthropy 2023 Annual Conference

October 17 - 19, 2023

Baltimore, MD

Exhibiting!

Philanthropy Southwest 72nd Annual Conference

October 20 - 23, 2023

Austin, TX

Exhibiting/Presenting!

The Jewish Federations of North America FedPro Conference

November 5-7, 2023

Chicago, IL

Want to schedule a quick chat?

We make exploring our services easy for you.

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