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Sterling Foundation Management

Sterling Foundation Management Revenue

Non-profit OrganizationsFlag of USReston, Virginia, United States21-50 Employees

$

Sterling Foundation Management revenue & valuation

Annual revenue$10,700,000
Revenue per employee$297,000
Estimated valuation?$34,200,000
Total fundingNo funding

Key Contacts at Sterling Foundation Management

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Bridget Curran

Director Of Sales & Marketing

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Jc Chang

Director, Foundations Consulting And Management

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Tim Kim

Client Services Director

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Austin Mclaughlin

Director Asset Management

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Tyler True

Director

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Connor Barth

Director

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Dan Macdonald

Director

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Dean Phillips

Regional Director

Company overview

Headquarters12030 Sunrise Valley Drive, Reston, Virginia 20191, US
Phone number+18885673090
Website
NAICS813
SIC874
Keywords
Charitable Planning, Philanthropy, Governance And Compliance, Philanthropic Advisory, Charitable Consulting, Charitable Remainder Trusts (Crts), Creating Foundations, Managing Private Foundations, Sales Of Crt Income Interests, Secondary Planning Options Of Crts, Selling Crts, Serving Needs Of Uhnwi, Starting Private Foundations, Donor-Advised Fund Transitions, Family Legacy Planning, Foundation Formation, Grantmaking Strategy, Nonprofit To Private Foundation, Private Foundation Management
Founded1998
Employees21-50
Socials

Sterling Foundation Management Email Formats

Sterling Foundation Management uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@sterlingfoundations.com), used 40.6% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@sterlingfoundations.com
40.6%
{first initial}{last name}
jdoe@sterlingfoundations.com
31.2%
{first initial}
j@sterlingfoundations.com
9.4%
{first initial}.{last name}
j.doe@sterlingfoundations.com
9.3%

About Sterling Foundation Management

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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Director

Employees by Department

Sterling Foundation Management has 20 employees across 7 departments.

Departments

Number of employees

Funding Data

Sterling Foundation Management has never raised funding before.

Sterling Foundation Management Tech Stack

Discover the technologies and tools that power Sterling Foundation Management's digital infrastructure, from frameworks to analytics platforms.

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

SWFObject

SWFObject

Miscellaneous

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Google Tag Manager

Google Tag Manager

Tag managers

FancyBox

FancyBox

JavaScript libraries

Frequently asked questions

Sterling Foundation Management is located in Reston, Virginia, US.
You can reach Sterling Foundation Management at +18885673090.
Sterling Foundation Management generates an estimated annual revenue of $10,687,358. This revenue figure reflects the company's market position and business performance in its industry.
Sterling Foundation Management has an estimated valuation of $34,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Sterling Foundation Management was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.
Sterling Foundation Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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