Private Foundations

Starting a Private Foundation

the Right Way

Starting a Private Foundation the Right Way

You have the means and generosity to make an impact. We have the expertise to make it stick.

Starting a foundation is a great way to formalize your charitable giving. But you're focused on your philanthropic goals, not the process or legal obligations of a foundation. The rules around private foundations are strict, and the getting it wrong can cause all kinds of headaches down the line.

That's where I come in! A Foundation Strategy Session helps make sure you get legal structure right, understand the rules that come with it, and set things up correctly from day one.

A Strategy Session gets you a clear picture of your options and what it actually takes to move forward, with someone who's done this before.

Schedule Your Strategy Session

Your First Step: the Foundation Strategy Session

With access to the right information and coaching, you can move forward with confidence instead of guesswork. A Foundation Strategy Session will give you exactly that. In a session you'll meet with Meghan Heitkamp, Firm Manager and Startup Specialist, to:

  • Explore your vision for the foundation and what you want it to accomplish
  • Get personalized strategy based on your goals and assets
  • Set a clear direction, including whether or not a foundation is the best path
  • Learn cost information so you can budget confidently
  • Build a concrete action plan no matter who you work with
Schedule Your Strategy Session

Make an Impact with a Private Foundation

You want your giving to mean something long after you're gone, and building that kind of legacy takes more than just good intentions. It takes the right guidance to get this foundation established correctly from the start.

We'll match your commitment with practical, detail-oriented guidance to set up your foundation the right way.

Schedule Your Strategy Session

What past clients say

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About Wistia

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How We Work Together

You might have noticed, Birken Law isn’t like other law firms. We care about you as a person AND as a professional, and we’re invested in making sure that your foundation succeeds.

The Foundation Strategy Session is your first step to make your nonprofit a success. You'll leave the meeting with your questions answered and a clear vision for how to move forward.

After the session, you'll have the choice to work with Birken Law Office through your startup journey and beyond. You can join innovative legal program just for  startups, and we'll guide you through the entire process of building a strong, thriving family foundation.

Have questions? We have answers! Schedule a free 15-minute call with our New Client Guide anytime.

Want to get to know us more first?

Check out our podcast: Charity Therapy!

We put together a YouTube playlist of our favorite podcast episodes for private foundations. Listen to get to know Jess Birken and Meghan Heitkamp – plus you’ll hear the kind of advice our clients get.

Check Out The Playlist