Advisory Services
Many tax-exempt organizations require both investment management advice and non-investment counsel in order to achieve their philanthropic mission. Our organizational focus and scale allow us to offer the personal service of a small firm and a wide range of non-investment advisory services.
Glenmede offers a full array of Administration, Tax, Fiduciary and Consulting Services.
- Enables you to concentrate on your mission and grant making
- Supplements the investment management services provided by Glenmede
- Offers access to resources and expertise generally available only to the largest organizations
- Assists your organization in being efficiently managed and in compliance with the complex rules and regulations governing not-for-profit entities
- Provides customized solutions to meet your administrative needs
- Creates stability and consistency for generations to come
Foundation Administration Services
- Grant and expense payment and processing
- Grant tracking and reporting with MicroEdge GIFTS® software
- Board meeting agendas and minutes preparation
Fiduciary Services
- Serve as Trustee or Co-Trustee of Foundation and Charitable Trusts
Tax Services
- Tax Return Preparation
- Tax Compliance and Planning
- Monitor Annual Payout and Excise Taxes
Advisory and Consulting Services
- Spending Policy Development
- Foundation Mission Statement
- Grants Policies and Procedures
- Review and Evaluate Grant Proposals
- Effective Grantmaking Strategies
- Governance Best Practices
- Trustee Education and Training
- Succession Planning and Next Generation Involvement
Family Foundation Services
- Intergenerational Planning and Advice
- Family Dynamics
- Family Retreats
Planned Giving Administration
- Charitable Gift Annuities
- Pooled Income Funds
- Charitable Trusts
- Bequests
- Unitization of Funds