Inside Foundant – the Blog

Clients, Conferences & Fun in Florida

What a difference a week makes… Last Wednesday my wife Shelby and I were enjoying our last couple of hours of our two week Florida road trip on sunny South Beach in Miami. Today, I’m listening to and watching 30 mph hour winds blow rain and snow around our valley here in Bozeman, MT. We certainly pay a high scenery tax to live in this beautiful place! …     Continue Reading »

Meet Sammie Holzwarth, Marketing Intern

I am currently a senior at Montana State University studying business finance and economics.  It is a very exciting time in my life, and I look forward to the many adventures on the horizon.  One of my newest adventures is my first job in the professional field here at Foundant.  I look forward to making great relationships with the Foundant team, and their amazing clients while …     Continue Reading »

Celebrating Milestones and Planning for Bigger Things

Greetings everyone! I hope 2012 is off to a great start for you all. We just finished a great celebration and planning meeting so I wanted to share a recap with the friends in our community. Last weekend our entire team including families met at historic Chico Hot Springs for a dinner to celebrate the many achievements of the past year. It’s great to spend time with …     Continue Reading »

Lynsey Monaco Joins Foundant

After living in sunny Arizona for the past five years I decided it was time to get back to the Big Sky country and closer to family.  I was raised in the Big Hole Valley/Dillon, MT area and attended college at the University of Montana where I earned my degree in Business.  After graduation I made the move to Arizona and learned a lot about the corporate world while …     Continue Reading »

A Helpful Report for Grantmakers

Our partner, GuideStar, created a great report that reviews the steps grantors and contributors must take to comply with revised requirements published in IRS Revenue Procedure 2011-33. The GuideStar report, “New Rules for Grantmakers and Donors: An Overview for Private Foundations, Organizations Sponsoring Donor-Advised Funds, and Donors” outlines the importance of documenting this research; discusses the consequences of failing to follow the new IRS rules; and provides …     Continue Reading »