Perkins Trust > About Us > Principles & Values > Charitable Organizations

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

WorthKnowing_V1

Over half of Americans plan to donate as much to charity in 2023 as they gave in 2022, and 42.3% expect to increase their charitable contributions over last year.

Source: Charity Navigator

Americans gave almost $500 billion in 2022, with charitable contributions rising in many sectors including foundations and international affairs (each, 10.1%). Parents lead by example: adults are more likely to donate if their parents also gave to charity.

Source: National Philanthropic Trust 2023