Founded in 1998, Sterling has been at the forefront of charitable consulting and management in the United States. Initially focused on private foundations, Sterling now offers a comprehensive range of services to public charities, donor-advised funds, supporting organizations, and more. Sterling's Philanthropy Services encompass governance, regulatory compliance, grant management, and strategic planning.

Recognizing the evolving needs of their clients, Sterling expanded their offerings to include Ultra High Net Worth Concierge Services and CRT Secondary Planning for charitable remainder trusts. With the Ultra High Net Worth Concierge Services, Sterling addresses various critical issues faced by high-net-worth clients, providing tailored solutions on health, education, lifestyle planning, real estate, and personal property acquisition and management. Additionally, Sterling has solidified its position as a leader in secondary planning services for charitable remainder trusts, facilitating the sale of CRT income interests and introducing the CRT rollover technique.

Throughout their growth, Sterling remains committed to the trust and confidence placed in them by their clients. With their experienced team of advisors and unwavering dedication, Sterling Foundation Management continues to deliver exceptional services to their philanthropic and high-net-worth clients alike