Sterling Foundation Management is the oldest national private foundation management firm in the country and is the nation's leading facilitator of sales of income interests in Charitable Remainder Trusts (CRTs).  Sterling works with a broad range of clients and high net worth individuals in developing solutions to help them achieve their philanthropic, family, and financial goals through the effective use of private foundations and other charitable planning vehicles and financial services.

Sterling is a leading provider of charitable planning solutions to financial, legal and tax advisors. The company was created specifically to work with advisors, as it neither manages nor holds assets, nor does it provide tax, legal or investment advice.

Charity

Sterling Foundation Management, LLC

Sterling Foundation Management, LLC's headquarters in Reston, VA, United States

Roger D. Silk

Tyler True

Stacy Yoo

Bridget Curran

Kendra Harvey

Austin Mclaughlin

The Client Services Team at Sterling Foundation Management, LLC is responsible for overseeing client relationships and ensuring exceptional service delivery. This team liaises with high net worth individuals and their advisors to facilitate charitable planning solutions, manage private foundations, and support the administration of Charitable Remainder Trusts (CRTs). They provide personalized assistance, address client inquiries, and ensure seamless execution of charitable strategies to help clients achieve their philanthropic, family, and financial goals.

Client Services Team

The Administrative Team at Sterling Foundation Management, LLC, plays a crucial role in ensuring the efficient operation of the firm. This team is responsible for a wide range of tasks, including managing schedules, coordinating meetings, handling correspondence, and providing vital support to executives and other departments. By managing the day-to-day administrative tasks, the team enables Sterling Foundation Management to focus on delivering exceptional service in charitable planning and private foundation management.

Administrative Team

The Management and Coordination team at Sterling Foundation Management, LLC is responsible for overseeing the seamless integration of various departmental activities to ensure efficient operations. The Information Technology Manager focuses on maintaining robust IT infrastructure, the Project Manager coordinates strategic projects and client engagements, and the Events Coordinator organizes and manages events to facilitate client and advisor relationships. Collectively, the team ensures that client interactions and internal processes run smoothly to support the company’s philanthropic and financial consulting services.

Sterling Foundation Management, LLC

Org chart

Teams

Client Services Team

Administrative Team

Management and Coordination

Offices

Sterling Foundation Management, LLC

Org chart

Teams

Client Services Team

Administrative Team

Management and Coordination

Offices

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