We make sure we take care of the administrative back-office work, so you can focus on what truly matters – making an impact with your gift. This includes:
- IRS tax reporting to ensure compliance.
- Due diligence on nonprofit organizations to ensure fiscal responsibility, Board and volunteer engagement, diverse funding resources, etc.
- Management of grantmaking processes from solicitation to evaluation.
- Online tools to access your fund.
- Quarterly statements providing an update on spending and earning of your fund.
- Confirmations of all gifts received and grants made.
- An annual report listing all grants made from your fund.