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

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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