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Foundations Specialization

Helping foundations navigate to financial management success.
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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

YPTC CEO's Interview with Executive Director of the WITH Foundation

In this episode of Mission Business Pod, Jennifer Alleva speaks with Ryan Easterly, Executive Director of the WITH Foundation.

In our conversation Ryan shares his story and perspective, the inner workings of the WITH foundation and how they are working to address individual needs, and what inclusive and transformative healthcare really means.

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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.

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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.

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