Foundation Management, Inc.

Foundation Management, Inc. (FMI) is an Oklahoma based company serving private foundations, charitable organizations and nonprofit communities across the United States.

With more than 200 years of combined experience, the FMI staff can successfully assist organizations throughout the various development stages. Services include policy development, strategic planning, board development, implementation of charitable giving programs and community awareness.

The mission of FMI is to exceed the expectations of our customers and clients. Our expertise will form meaningful partnerships between philanthropic organizations and individuals to help promote the cause of charitable organizations.


Foundation Management, Inc. (FMI) was formed in October 2000 by Frank W. Merrick. The knowledge Merrick acquired as a trust officer, professional development officer and director of his own family foundation equipped him with the perspective needed to assist others in their philanthropic goals.

Foundation Management Inc. began with one staff member and one client. Since that time, FMI has expanded its services to include nonprofit consulting, management of a statewide community foundation, a public trust and a charitable trust. Today, FMI servesĀ 20 management clients, more than 250 nonprofit consulting clients and maintains a staff of 14.