Managing Your Private Foundation

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.

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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

Investment Management

Estate Planning

Trust Services