Charitable Organizations

Our clients include both private foundations and endowment funds. We deliver a range of services dependent upon the size and need of the organization.

• Investment advisory services including support in development of spending policy and asset allocation strategy, investment policy statement design, investment management and manager selection, performance reporting
• Administrative services providing gift support, grant analysis and distributions, flexible reporting, annual audit support, 990 PF preparation
• Legal services offering advice regarding charitable gifting strategies for donors, governance guidelines for boards, assistance with IRS rulings, counsel on legal compliance matters