Managing Your Private Foundation

Administering a foundation can be complex and time consuming. We offer administration and portfolio management as trustee or investment manager, while you or your family members retain control of the philanthropic activity.

Case Study: Charitable Giving

Services include:

• Setting investment policy
• Creating grant guidelines
• Reviewing the use and application of grants
• Reviewing trust documents when applicable
• Completing monthly valuations
• Monitoring annual distribution requirements
• Assisting with the preparation of state and federal tax reports and returns

Related Links

Charitable Planning

Investment Management

Estate Planning

Trust Services