End-to-end grant processing including review of grant eligibility, issuing payment, communication with the grantee, and confirmation to the donor. You can outsource grant administration to a known and experienced team with an excellent reputation for donor and advisor service. 

National, independent and expert charity due diligence for select donors. Engagement of external consultants for more complex requirements and donor/family dynamics.

Access external expertise, with existing knowledge of Foundation operations and policies and procedures. Areas of support include assistance establishing policies regarding gift acceptance, investing and grant making, assistance with set up and registration as a charitable organization or with dissolution and revocation of charitable status.

Receiving and receipting donations of cash, securities, life insurance policies and gifts from estate through Wills. You can minimize risk for your organization, its donors, and its affiliated advisors through additional oversight and due diligence on acceptance of complex gifts.

Outsource books & records, corporate secretarial requirements, tax filings etc. to a known and experienced team, thereby reducing the administrative burden on your internal resources and minimizing risk to the organization.

Active management and monitoring of investments associated with the foundation and executing any necessary trading activity, with the required authorizations in place.

Creation of Donor Agreements, Gift Forms, Marketing Collaterals, ongoing donor reporting and other critical Donor Advised Fund program materials.