Accounting & Advisory for Impact-Driven Foundations

Take your philanthropy to new heights

FINANCE THAT FITS. VALUES THAT LEAD.

Strong financial management powers meaningful impact—and we’re here to help you deliver both. Whether you need support that complements your internal team or a full-service partner, we build solutions around your foundation’s goals, not ours.

We work within your existing systems, not against them; ensuring a smooth, disruption-free experience that supports your mission, not just your books.

ACCOUNTING WITH PURPOSE

Our work goes beyond mere bookkeeping and compliance. We support foundations making bold, meaningful investments in change by providing financial clarity and operational support.

We specialize in navigating complexity, including:

Alternative and mission-related investments
Grant planning and multi-year projections
Budgeting and variance analysis
Support for strategic planning initiatives

AUDIT-READY, ALL YEAR ROUND

Your foundation deserves confidence and clarity all year long. Our monthly audit-readiness process promotes transparency through detailed, accurate documentation; earning the trust of auditors and your board while eliminating last-minute scrambles and unwelcome surprises.

GUIDANCE THAT POWERS YOUR PROGRESS

We partner with foundations at every stage, from launch to legacy. Whether you’re scaling your grantmaking, refining operations, or strengthening internal controls, we bring deep experience in:

Financial systems and process design
Policies and internal controls
Long-term planning and capacity building

We speak the language of philanthropy and we bring financial fluency to match.

NO SURPRISES. JUST STRAIGHT FORWARD PRICING.

Hourly billing doesn’t work for impact-driven foundations. Our transparent, fixed-fee pricing gives you clarity, control, and the confidence to ask for what you need.

WHY CHOOSE ALLY?

We specialize exclusively in private foundations.
We understand the values behind your numbers.
We bring senior-level expertise to every engagement.
We help you exceed expectations — not just meet them.
We make financial management simpler, smarter, and fully mission-aligned.

PARTNERS IN PURPOSE

Carl came highly recommended, and those recommendations did not disappoint!

He has been an invaluable addition to our lean team as we navigate complex voluntary audits. He is deeply knowledgeable in the private foundation space, and provides us with insight and structure. Carl works efficiently with our external auditors and has allowed us to get unstuck in previously tricky areas. I enthusiastically recommend Carl and Ally Foundation Services for audit preparation and administration of private foundations.
Abbey Banks
Executive Director, Kodama (formerly Someland Foundation)
Carl works seamlessly with external auditors and tax teams to provide for an efficient close without surprises and drama.

I have worked with Carl for many years and I am excited for him to start his own venture working with private foundations. He brings a wealth of knowledge and hands-on experience with private foundations. I highly recommend Carl and Ally Foundation Services for administration of your private foundation.
Robert Lee, CPA
Robert Lee & Associates, LLP
Always timely, professional, and thoughtful, Carl is a great pleasure to work with.

I’ve worked with Carl on mutual private foundation clients for over a decade. His expertise in foundation accounting, particularly around complex investments, is exceptional. He brings not only technical skill, but also genuine care for the needs of foundation staff and board members.
Maga Kisriev, CPA
Hood & Strong, LLP