Charitable Organizations

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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

Worth Knowing

Americans are expected to donate more to charity in 2024, reversing the decline in giving that occurred in the last two years. Predicting an increase of 4.2% in giving in 2024, and a 3.9% increase in 2025.

Source: Charity Navigator

Americans increased their giving to $557.16 billion in 2023, with charitable contributions rising in many sectors including foundations and corporations (each, 1.7 and 3.0%). Parents lead by example: adults are more likely to donate if their parents also gave to charity.

Source: Lilly Family School of Philantrophy