Private Foundations offer unique and exciting benefits for families, individuals, and corporations to take ownership of their philanthropic efforts.  They are the cornerstone of philanthropy and help empower charitable efforts all around the world.

Whether you have an established private foundation that has been operating for years or you would like to establish a new private foundation, Crewe Foundation Services can help in all aspects with our setup and administrative services.

New Private Foundation Establishment

With our network of trusted and proven legal professionals, we will draft and file the following initial creation documents and handle all filings and compliance:

  • Articles of Incorporation or Trust Document
  • Bylaws
  • Conflict of Interest Policy
  • Federal EIN
  • IRS Form 1023 Application for Tax Exemption
  • Policies and Governance
  • Establish Board Member Structure
  • Define Roles and Responsibilities
  • Create and Implement Organizational Policies and Procedures
  • Compliance Management With State and Federal Regulators

Create a Private Foundation Now

Existing Private Foundation Management

Our full suite of foundation management tools and services will allow you to focus on the important work – giving. Allow us to handle the following aspects of administration:

  • Grants Management
    • Full online access for research and grant requests
    • Grant recipient due diligence and qualification
    • Set up and negotiations of all grant agreements
    • Foreign grant setup and management
    • Grant processing
    • Grant reporting
    • Grant responses & communication
    • Annual and quarterly Grant Reports
  • Accounting and Bookkeeping
    • Annual and quarterly statement of activity to foundation board and management
  • Tax Reporting and Filing
  • Compliance Management with State and Federal Regulators

Open a New DAF Account

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Thank you!

Please download, complete, and return the following forms:

The above documents will also be forwarded to you by email.  Please return signed forms via email to or by fax to (801) 563-1971.

You will be contacted by a Crewe Foundation Specialist when your new account has been created and is ready for funding.