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ADVISORY & ADMINISTRATION SERVICES

Simplifying the financial picture

Seamlessly integrated to complement our investment management services, Glenmede’s Endowment & Foundation Management team offers a wide range of advisory and administrative services that can be adjusted to the level of support your organization requires.

Endowment and nonprofit services

What are your organization’s biggest challenges as you pursue your mission? Our team works closely with you, focusing on simplifying your financial picture, providing customized reports and supporting your staff and advisors. We’re here to assist you in the following areas:

  • 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.

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Foundation services

Experience has taught us that it takes a fully immersive, hands-on approach to help philanthropic-minded families and trustees address the intricacies of establishing and managing a private foundation.
 
We can guide your foundation in its initial stages, developing best practices and providing ongoing support through innovative strategies and implementation. To support your foundation in pursuing its charitable endeavors, we provide the following services:

  • Mission statement development
  • Multigenerational objectives
  • Peer-to-peer networking
  • Grant strategy and administration
  • Coordination with donor-advised funds
  • Corporate trustee and foundation tax services

Experience the Glenmede difference

We welcome an opportunity to learn more about you and your needs.
 
Contact Laura LaRosa at 215-419-6027, Laura.LaRosa@Glenmede.com, or click the link below.

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