Our Services - Charitable Giving

Creating a Philanthropic Plan

If you are committed to creating a meaningful legacy that warrants the creation of a foundation, we offer the means and knowledge for you to make a lasting contribution.

With over 75 years of experience, we manage more than 400 foundations with endowments exceeding $1 billion, and a unique administrative capability through our Instant Office.

Our Instant Office specialists will:

• Ensure all regulatory requirements are met.
• Work with the investment manager on security record keeping.
• Prepare or assist with the preparation of income tax returns.
• Facilitate all aspects of the grant application and allocation process.
• Provide meeting support.

We apply our expertise to:

• Assist in the selection of a foundation's governing documents and the drafting of its gifting objectives.
• Oversee all aspects of foundation administration through our Instant Office.