Sterling Foundation Management, LLC

Sterling Foundation Management is the oldest national private foundation management firm in the United States and serves many of the country’s most active philanthropists and their advisors. The firm provides highly personalized management services to private foundations (non-operating and operating), supporting organizations, public charities, and other charitable entities. 

In addition to management services, Sterling offers thought leadership and sophisticated advice to help donors define, focus and maximize the impact of their philanthropy.

Sterling is the nation’s leading provider of secondary planning services for clients with Charitable Remainder Trusts (CRTs). The firm has been active in the market since 2003 and reviewed thousands of CRTs for clients and their advisors. 

Sterling does not:
•	Manage or custody assets
•	Provide tax, legal, or investment advice
•	Prepare tax returns