Advisory & Administrative Services Tailored for Your Success

Education and Training: Through tailored programming by our knowledgeable professionals, your board and staff gain access to timely insights on fiduciary duties, sector trends, public policy developments, and more.

Audit Support: We can coordinate with your board, staff, auditors, and other advisors to provide customized reporting that is responsive to your audit requirements.

Sub-accounting and Donor Reporting: Our unitized sub-account reporting brings transparency and accountability to endowed funds within commingled pools, supporting the needs of your staff, board, and donors.

Donor Stewardship and Planned Giving Administration: Support for donor engagement can include proactive sales of stock gifts, strategic communications, personalized consultations, and educational programming, as well as administration of planned giving vehicles.

Strategic Guidance and Support: Support is provided at every stage of your foundation’s development, from establishing governance best practices to advancing strategic initiatives to amplify impact.

Foundation Administration: Administrative support includes managing reporting requests from board members, staff, and external advisors, as well as preparing customized financial reports and documentation tailored to your organization’s needs.

Tax Services: When serving as corporate trustee, we oversee tax preparation. We coordinate with clients’ outside preparers to manage tax payments and provide custom reporting for foundation returns.

Grant Management: Grantmaking is made more efficient through full-service support of the entire grant lifecycle. We assist in designing and refining procedures that promote consistency, transparency, and accountability across all grantmaking activities.