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Grant payments, applicant data and family privacy protected for small foundation teams

Private Foundations IT Services

Private foundations move large sums to organizations they trust, usually with a small staff, which makes them a natural target for anyone who can fake a grantee’s bank change or a trustee’s urgent request.

SOC 2 Aligned
Responsive Support
20+ Years Experience

At a glance

Your grants management system holds applications, budgets and sometimes personal details of scholarship recipients. Board materials discuss strategy and investments.

Family foundations add another layer: trustees and family members whose personal information and travel are worth protecting.

We secure and support foundations with grant payment verification, protected grants management and board portals, managed devices for staff and trustees and a written security program that fits a small office. We serve foundations in Texas and nationwide.

IT that keeps grants on target, trustees protected, applicant data private.

Every grant reaches the organization you chose. We protect the payments, data and people behind your giving.

Private foundations

Giving that reaches the right hands

A foundation’s work is deciding where money does the most good, then making sure it gets there. That depends on a few people, a grants system, a bank portal and a board that meets a few times a year. It’s a lean operation that attackers find attractive. Here’s why, and what we do about it.

01 · The pressure

Large payments, small staff, public filings

Grant cycles bring applications, site visit notes, due diligence and board dockets. Approved grants become payments, often by wire or ACH, to organizations your staff know mostly by email. Investment reports arrive from advisors. Trustees review materials on personal tablets. And because foundations file public returns listing grants and officers, attackers can research exactly who pays whom. A redirected grant payment hurts twice: the money is gone and a grantee is waiting.

  • Grants paid by wire to partners known by email
  • Public filings reveal who funds whom
  • Trustees reviewing materials on personal devices

02 · How it breaks

Fake grantee banks and a trustee impersonation

Foundation incidents follow a script. An attacker studies your public filings, registers a domain resembling a grantee’s, and emails new bank details just before a scheduled payment. Or someone impersonates the board chair asking the executive director to rush an urgent gift. A trustee’s personal email, used for board business, gets compromised. Applicant files with scholarship recipients’ personal information sit in a shared drive with public links. The grants system admin password is shared.

  • Lookalike grantee domains with new bank details
  • Urgent requests impersonating the board chair
  • Scholarship files reachable through public links

03 · What we change

Verified payments and protected trustees

We help you adopt a payment rule: every new or changed grantee bank account gets verified by phone using contact details from your records, and changes need a second approver. Staff mailboxes get phishing-resistant MFA and impersonation detection. Trustees get foundation-managed accounts and a secure board portal instead of personal email. Grants system access becomes named and role-based. Shared drives get audited, public links removed and applicant data kept on a retention schedule.

  • Call-back verification and dual approval on changes
  • Foundation accounts and a portal for trustees
  • Named, role-based grants system access

04 · The after

A board that sleeps well on payment day

Payment days become routine because verification is part of the process, not a judgment call. Trustees read board books in a secure portal, and their personal inboxes stop carrying foundation business. Applicants and scholarship recipients can trust that their information is handled carefully. Your auditor and insurer see a written security program sized for a small office. Staff turnover no longer means wondering who still has access to the bank portal.

  • Payment verification built into every cycle
  • Board business off personal inboxes
  • A written program your auditor can review

Systems we keep running

  • Fluxx
  • Foundant GLM
  • Blackbaud Grantmaking
  • SmartSimple
  • Submittable
  • Sage Intacct
  • Diligent Boards
  • Microsoft 365

Rules we help you meet

  • State data breach notification laws

What We Offer

Comprehensive solutions tailored for Houston-area businesses

Grant Payment Verification

Redirected grant payments are the costliest incident a small foundation is likely to face. We help you write a rule your staff and finance partners follow: verify any new or changed grantee bank details by phone using contacts already on file, require dual approval for changes and large payments, and log every verification. We back it with mailbox protection and lookalike domain monitoring.

Grants Management Security

Your grants management platform holds applications, budgets, reports and reviewer notes. We set named accounts with MFA, role-based access for staff, reviewers and consultants, and controls on bulk exports. Integrations with accounting, email and payment systems get reviewed so they share only what’s needed. When a reviewer or consultant finishes, access ends that day.

Trustee & Board Portal Protection

Trustees often conduct foundation business from personal email and tablets. We give them foundation-managed accounts with MFA, a secure board portal for dockets and minutes, and lightweight device protection that respects that these are volunteers with busy lives. Board chair impersonation gets harder when everyone knows where real requests come from.

Applicant & Scholarship Data

Applications can include personal details of individual grant and scholarship recipients, tax documents and sensitive organizational information. We move those files into managed storage with limited access, remove public sharing links, set retention schedules your counsel approves and use secure upload portals instead of email attachments. If something does leak, you’ll know what was exposed and where.

Family Privacy Protection

Family foundations often involve trustees and relatives whose names appear in public filings. We help reduce their exposure: protecting family members’ foundation accounts, monitoring for impersonation of family names and domains, securing travel and calendar sharing and training family trustees on targeted phishing. Personal security beyond the foundation stays with your family office or advisors.

Small Office IT, Fully Managed

Most foundations have a handful of staff and no IT department. We run the whole environment: laptops and phones, Microsoft 365 or Google Workspace, backups, printers, Wi-Fi and the help desk. Everything is documented, so a staff change doesn’t mean losing the only person who knew the passwords, and auditors get a clear picture of how systems are run.

Why Choose LayerLogix?

Serving businesses throughout the Greater Houston area including Houston, Dallas, Austin, San Antonio, Atlanta, Nationwide.

Grants Reach Their Grantees

Payment verification, dual approval and mailbox protection close the paths attackers use to divert grant funds. Your grantees receive money on schedule, and your board doesn’t face the conversation that follows a redirected payment to a stranger’s account.

Trustees Without Personal-Email Risk

Foundation accounts and a secure board portal keep board business off personal inboxes. Trustees get a simpler experience, and the foundation keeps control of its records when board membership changes after elections or retirements, instead of chasing old messages in someone’s personal account.

Applicants Who Trust Your Process

Careful handling of applications and scholarship files protects the people and organizations who share sensitive details with you. That reputation matters in a sector where trust between funders and grantees shapes the quality of the work you support.

A Program Sized for Your Office

A written security program built for a small staff gives auditors, insurers and your board a clear account of how risks are managed, without the overhead of enterprise frameworks that don’t fit a foundation’s size or budget.

Our Process

1
We meet the executive director and finance lead, and map grant payment flows, grants systems, board communications and where sensitive files live.
2
A risk review ranks gaps by financial exposure first, then trustee and applicant privacy, with quick wins on payment controls.
3
Your team adopts a written payment verification rule with dual approval, and we train staff and finance partners on using it.
4
Staff mailboxes get phishing-resistant MFA and impersonation detection, and trustees move to foundation accounts and a board portal.
5
Grants system access becomes named and role-based, shared drives are audited and applicant data moves to managed storage.
6
Ongoing, we manage devices and accounts, monitor threats, support staff during business hours and report to the board annually.

Frequently Asked Questions

Why are private foundations targeted by payment fraud?▼
Foundations make large, regular payments to organizations staff know mostly through email, and their public filings list grantees, officers and trustees. That gives attackers a map: who pays whom, roughly when and who has authority. A lookalike domain and a well-timed email about new bank details can be enough if there’s no verification step. Small teams under deadline pressure are especially exposed. A call-back rule and dual approval close most of that risk.
Do our trustees really need foundation email accounts?▼
We recommend it. Trustees using personal email for board business mix foundation records with personal accounts that often lack MFA, and attackers use compromised personal accounts to impersonate trustees convincingly. Foundation accounts with MFA, paired with a secure board portal, give trustees one place for foundation business and give the foundation control of its records. Setup takes minutes per trustee, and we provide simple instructions for volunteers who aren’t technical.
How should we protect scholarship applicant information?▼
Scholarship and individual grant programs can collect personal details, transcripts and financial or tax documents. We move those files out of email and shared drives into managed storage with access limited to staff and reviewers who need it. Secure upload portals replace email attachments. Retention schedules, approved by your counsel, make sure old applications don’t sit around indefinitely. Access is logged, so you know who viewed sensitive files if questions come up later.
What does a security program look like for a foundation with a small staff?▼
It should be short and practical. Typically it covers who is responsible, how accounts and devices are managed, payment verification procedures, how sensitive data is stored and retained, backups, vendor oversight and what to do in an incident. We write it with you, implement the controls behind it and keep evidence current. Auditors, insurers and board members get a clear document that reflects how the office actually works, updated as staff and systems change.
Can you protect our family members who serve as trustees?▼
Within the foundation’s scope, yes. We secure their foundation accounts and devices, watch for impersonation of family names and domains, protect shared calendars and travel details and train family trustees on the targeted phishing that public visibility attracts. Personal security beyond foundation business, such as home networks or personal financial accounts, is better handled by your family office or advisors, and we’re glad to coordinate with them so nothing falls between the two.
Do you work with foundations outside your area?▼
Yes. Foundation IT is almost entirely cloud-based, so we support private and family foundations across the country remotely: devices, email, grants systems, backups and security monitoring. When an office needs on-site work, such as a new firewall, Wi-Fi improvements or a conference room setup for board meetings, our engineers handle it locally near our offices or direct a vetted local technician while staying on the call until the work is verified.
Do you provide Private Foundations IT Services in Houston and nearby areas?▼
Yes. LayerLogix is based in the Greater Houston area and delivers private foundations IT services to businesses across Houston and the surrounding communities, including The Woodlands, Spring, Katy, Sugar Land, Conroe, Cypress, and Pearland. For most Houston-area clients we can be on-site the same day when something needs hands-on attention, and our help desk is available during business hours, with after-hours emergency support. Call 713-571-2390 to check coverage for your specific address.
What does Private Foundations IT Services cost for a Houston business?▼
Pricing depends on your size and what you need, so we do not publish a one-size-fits-all number — but Houston businesses generally pay a flat, predictable monthly fee rather than surprise hourly bills. We start with a free, no-obligation assessment of your current setup, then give you a clear quote in plain English with no hidden costs. That way you know exactly what you are getting and what it costs before you commit.

Ready to Get Started?

Contact LayerLogix today for a free consultation. We serve businesses throughout Houston, Dallas, Austin, and the surrounding Greater Houston area.

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