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

Roger D. Silk

Tim Kim

George Loudenslager

Bridget Curran

Shannon Poach

Kendra Harvey

Jc Chang

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

Administrative Team

Management and Coordination

Client Services Team

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Team members

Other teams at Sterling Foundation Management, LLC

Administrative Team

Management and Coordination