Outsource Your Administration
Foundation Management & Endowment Services
If you are a charity and looking to reduce costs and paperwork, consider outsourcing your administration. We can help you by finding solutions for more complex gifts, tax receipts and record-keeping, grant making, disbursements and more.
Our charitable administration service provider can work with you to assess your needs and help you strengthen and streamline your giving, increase your impact, and minimize costs and administrative challenges. Below are some of the administrative duties they can provide, allowing you to focus on your charitable objectives.
- the establishment, ongoing management and administration
- set-up and registration
- creating a mission statement
- ensure all regulatory requirements are met
- work with the investment manager on security record keeping
- receiving and receipting donations
- prepare or assist with the preparation of income tax returns
- grant-making planning, recommendations, review, and disbursements
- provide meeting support
- development of a planned giving program
- acceptance of complex property including public securities, private company shares and real estate
- expertise in managing foundation endowments through our investment management partners
Contact Us for more information on how we can help.