Sterling Foundation Management

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Sterling Foundation Management Sterling makes having a private foundation easy, rewarding, and worry-free.

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.

What the Top Advisors Know About the HNW MarketplaceTop advisors have high-net-worth clients. Lots of them. That’s becau...
03/30/2026

What the Top Advisors Know About the HNW Marketplace

Top advisors have high-net-worth clients. Lots of them. That’s because there are about 4 ultra-high net worth Americans (net worth over $10 million) for every financial advisor. Yes, you read that right. So, it means there’s unprecedented opportunity for financial advisors and their practices – read on to see why. Valuable data in the Forbes list Forbes famously publishes its list of “400 Richest Americans.” To no one’s surprise, Elon Musk topped the most recent list....

Top advisors have high-net-worth clients. Lots of them. That’s because there are about 4 ultra-high net worth Americans (net worth over $10 million) for every financial advisor. Yes, you read that right. So, it means there’s unprecedented opportunity for financial advisors and their practices .....

Year-end giving doesn’t have to be rushed, but it should be intentional. Thoughtful planning now can help you maximize i...
12/19/2025

Year-end giving doesn’t have to be rushed, but it should be intentional.

Thoughtful planning now can help you maximize impact, align giving with your values, and take full advantage of this year’s charitable opportunities.

Sterling helps donors and advisors bring clarity and strategy to year-end philanthropy.

https://www.sterlingfoundations.com/ | [email protected]

Sterling provides comprehensive foundation management services so philanthropists can focus on what matters most: their philanthropy.

Significant tax changes arriving in 2026 will reduce the value of charitable deductions for many taxpayers, making 2025 ...
12/11/2025

Significant tax changes arriving in 2026 will reduce the value of charitable deductions for many taxpayers, making 2025 an advantageous year for year-end giving. With the coming 0.5% charitable deduction floor and reduced itemized deduction value for high earners, donors can preserve more impact by accelerating gifts this year. Now is the time to plan intentionally and maximize your 2025 charitable giving.



Charitable giving rules will shift significantly in 2026, with new deduction limits and floors. Key considerations include timing gifts, deduction strategies and IRA contribution options.

Address

Reston, VA
20191

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

(703) 437-9720

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