We coordinate reporting requests from board members, staff and auditors and customize documentation to address your organization’s preferences and timing needs. Through our online portal, financial information can be easily downloaded into your accounting system.

We can administer planned gifts, including charitable trusts, charitable gift annuities and pooled income funds, with the same investment process and institutional risk controls we use in managing your organization’s other endowment funds, balancing the need for liquidity for payouts with the account’s long-term goal of benefiting the organization as each gift matures.

We can partner with you as a resource in helping you to cultivate and steward your donors through written communications, personal consultations, educational workshops and targeted seminars. Glenmede can provide thoughtful information and analysis to help organizations secure gifts and give donors confidence that their philanthropic investments will be well-managed and impactful.

We provide sub-accounting and unitization services for your organization with multiple endowment funds. Financial and performance reports can be customized to meet the needs of your staff, board and donors, including gross- and net-of-fees, varying time periods, account-level and sub-asset class benchmarks and manager performance relative to benchmarks.