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Grants and Foundations

Our Foundation Management team will help your vision become a reality.

For over 30 years, our Foundation Management team has helped clients achieve their vision for creating charitable foundations.  Whether large or small, managing a foundation can be complex, especially when providing fiduciary guidance. Our team of dedicated and actively involved professionals will assist you in developing a detailed action plan to manage your foundation effectively.  With customized solutions, we will be actively engaged by providing a hands-on approach to management or assistance with smaller needs. Our team takes a hands-on approach to ensure that each foundation is customized to the client's vision. When you choose to have Broadway Bank Wealth Management oversee your foundation, you can be confident that our team will place the foundation's interests and your interests first.     

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Our Foundation Management Strategy

Ultimately, the purpose of building a foundation is to provide charitable giving through grants. Many non-profits rely on foundation giving each year to help them successfully achieve their mission. As your Foundation Management team, we will ensure effective management of your grant process. We will verify each applicant's tax-exempt status, research the organizations to ensure they are qualified applicants and maintain records. Whether you are just planning or already have a foundation in place, our team is ready to ensure you have a legacy of giving.                       

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Giving through Grants and Foundations

Fulfilling your philanthropic goals starts with our team assisting you in the various phases of foundation development. Some of these critical phases include:                                                                                                

  • Developing a Mission Statement for the foundation 
  • Conducting site visits for organizations you might fund 
  • Establishing administration processes for accepting, decisioning and funding grants  
  • Developing goals for growing your foundation               

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Foundations we manage

As a non-profit, we know your funding sources may be limited and it can be challenging to secure dollars to fulfill your organization's mission. At Broadway Wealth Management, we manage foundations that support non-profits by awarding funding to support their charitable efforts. The application process is online and easy to follow.

Below is a list of the foundations we manage. Each foundation has its deadlines and application guidelines. We encourage you to learn more about each foundation before applying.

Our Fiduciary Commitment

Our advisors are held accountable to the highest standards because we believe it’s the right thing to do. We will always put your interests ahead of our own and are transparent with our fee-only services. As an independently owned organization, we remain committed to providing our clients with sound guidance, never selling an investment product just to earn a profit.
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A Banking Experience Unique as You.

Our Private Banking team is ready to collaborate with you

Broadway Bank's Private Banking team provides concierge services specifically curated for clients who need a dedicated banker to assist them with personal and business financial needs. 

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Private Banking Secured Revolving Line of Credit

The low-rate Secured Revolving Line of Credit is available exclusively for Broadway Bank Private Banking clients who would like to use their wealth management assets as collateral.  

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Broadway Wealth Management:
Broadway Bank Wealth Management and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

Investments are:
Not FDIC insured
Not guaranteed by the bank
Not a deposit
Not insured by a federal government agency
May lose value


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