Strategy and solutions for more effective giving
As a foundation, your focus is on providing funding and resources to your community and helping donors maximize their impact.
Timely and accurate financial reporting, an engaged finance and investment committee and alignment with your mission — these factors are critical to your foundation’s success, but they can be the most challenging to achieve.
While leveraging technology can help your financials tell the story of how you empower communities and enact social change, optimizing solutions to your specific needs can be complex. And finding the right staff with nonprofit experience can be difficult when you face a shrinking labor pool.
Wipfli’s foundation consulting services bring industry-experienced support and a holistic approach to help you overcome challenges and build a more effective, impactful organization.
Why Wipfli?
Wipfli’s comprehensive services can help you address concerns across your organization, from refining your giving strategy to adopting a cloud-based financial system. We also tailor our offerings, using our experience with a wide range of foundation sizes to match solutions to your unique needs.
Let us give you the perspective and support you need to help ensure your funds make a lasting impact.
Outsourced services
Add talent and experience to your back office with Wipfli’s outsourced finance and accounting, human resources and technology services. We provide support for a wide range of staff, including outsourced CFO, CHRO and CIO services that can help guide strategy at the highest levels of your foundation.
Tax services
Wipfli’s industry-experienced tax team can help you navigate the complexities of nonprofit tax planning and reporting, including support for Forme 990, energy incentives and international tax compliance.
Assurance services
Nonprofit experience is central to Wipfli’s efficient, committed audit services. We understand the increasingly complicated regulatory environment you face, and we’re ready to provide assistance that goes beyond a report to give you practical guidance on improving your organization.
Digital services
The Wipfli digital team applies our deep technology knowledge and experience to meet the complex technology needs of nonprofits. Our holistic services can address your foundation’s needs, from data and digital strategy to cybersecurity and optimization. We also provide selection and implementation support for enterprise solutions, including cloud-based financial systems.
Organizational performance consulting
Develop the strategy, processes and people you need to achieve real change with Wipfli’s organizational performance services. We offer industry-experienced support to help you create an effective strategic plan, operate efficiently, train your staff and build your leadership readiness.
Risk advisory services
Wipfli’s risk advisory services can help you address and mitigate risk across your organization. Whether you need guidance on governance and controls, ESG or operational risk, our multidisciplinary team can provide support for the full spectrum of your internal control and compliance needs.
What our clients are saying
Our team
Michael J. Peterson, CPA
Michael Peterson is a senior tax manager specializing in tax-exempt organizations. He works closely with healthcare, traditional nonprofits, private foundations and state chartered credit unions regarding tax planning and compliance. Whether preparing Form 990s, helping set up new tax-exempt organizations, or navigating the complex Internal Revenue Code applicable to tax-exempt organizations, Michael is concerned with providing the highest level of quality and service.
Kathleen DuBois, M.A.
Kathleen DuBois is the industry leader of Wipfli’s nonprofit and government practice, serving clients nationally and internationally. Her role entails leading the vision, strategy, operations and resources of the overall practice. During her career, Kathleen has partnered with executives, boards, government officials and staff to guide strategic plans, establish financials, mobilize teams, launch marketing efforts and manage complex projects.
