Charitable Organizations

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


Total U.S. charitable giving is expected to increase by 5.5% in 2021.

Source: Indiana University Lilly Family School of Philanthropy

Giving by individuals to charitable organizations represents nearly 9 out of every 10 dollars donated. Total giving to charitable organizations continues to be about 2 percent of GDP. Giving continues to increase in every category of giver (foundation, corporation, bequest and individual).

Source: Charity Navigator