With more than 25 years’ experience in the field of philanthropy as foundation presidents and as a consultant to individuals, family foundations, corporate giving, non-governmental organizations and civic involvement programs, Reiter & Associates offers a hands-on approach to framing the issues involved in making individual donations, forming and/or operating a foundation or corporate community involvement program. The primary service areas of the company encompass:

Family Foundations
Corporate Foundations
Support Foundations/Public Charities



Reiter & Associates works with family members or the principal donors to...

Develop a framework for the foundation
Assist with the family dynamics
Involve the next generation
Help in identifying targeted areas of interest
Develop guidelines for giving

In addition, Reiter & Associates can...

Present directors with organizations that meet their charitable objectives, if they choose to only fund pre-selected organizations
Develop responses to requests for charitable support or provide those services for the foundation

Working in tandem with the family’s financial or legal advisors, Reiter & Associates provides the actual experience that helps guide the family in the formation and/or operation of its foundation.

With both national and international foundation experience, we offer the
ability to identify charitable organizations nationwide or around the world.

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Reiter & Associates works with individuals who wish to make direct contributions or plan their charitable giving as a part of their estate plan. Services include:

Review of existing charitable organizations donor currently supports
Identify and recommend organizations within specific areas of donors’ interest
Work with clients’ legal counsel to ensure charitable organizations named in wills and trusts meet current IRS regulations for charitable deductions

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Reiter & Associates works with corporations to help...

Solidify a community/regional/national presence with philanthropic involvement
Position companies and their senior officers in meaningful, strategic alliances with community-based and government organizations that garners support for community issues and recognition for the corporation

Areas addressed include:

Work with senior associates to set or review community involvement guidelines
Review existing programs and help identify new or increased strategic alliances with community organizations that will help to enhance the corporation’s image in the community
Work with employees currently engaged in civic activities to ensure their understanding of increased governance issues pertaining to non-governmental organizations
Provide insights into use of corporate foundations to maximize their effectiveness while ensuring compliance with IRS regulations and industry standards

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Reiter & Associates provides support foundations – i.e. hospital, cultural, educational, and institution foundations - with a strategic review of their policies, procedures, reporting mechanisms, governance issues, accountability, and donor relations. Using Sarbanes-Oxley as a tool, Reiter & Associates helps to ensure compliance issues with IRS and state regulations and issues of transparency for Board Members.

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