Services We Provide
We understand the importance of ensuring that your charitable gifts go to the areas you are most passionate about, and that your gifts are used as you intended. As a partner in philanthropy, we can help you meet your needs and maximize the impact of your charitable giving. We provide a wide array of services:
- Executive briefings – we host regular meetings between current and potential fund holders and various high-performing organizations in an effort to allow those with charitable intentions to become better informed of the good work being done in the community.
- Publications – our e-newsletters, annual report and web site are excellent resources for information about your fellow donors' interests, contemporary issues, special initiatives and successful programs.
- Philanthropic Services staff members are available to help you focus your philanthropic interests and optimize the impact of your grant-making. In addition, we can help you identify, evaluate and visit specific programs of interest to you. Staff members can also help you craft a plan to involve your children and grandchildren in your grant-making.
- Program Reviews – periodically we circulate funding opportunities reviewed by program staff for donor consideration.
- Plan coordination with Your Professional Advisor (your CPA, attorney, estate planner, etc.)
- Planned Gift Consultation & Services, including stewardship of your legacy after your lifetime
- Acceptance of Different Gift Types, such as: cash, publicly traded securities, closely-held stock, real estate, works of art, life insurance, and more.
- Donor Services – including personalized service to help create a customized and effective charitable giving strategy based on ongoing research on community needs and charitable giving opportunities.
- Ability to give anonymously
- Comprehensive record keeping
- Grant-making and evaluation services, including due diligence on all grants that are made from your fund
- Administrative Services including:
- IRS reporting (you don't have to file a separate tax return for your fund)
- Personalized gift acknowledgement letters for tax purposes
- Check administration and issuance
- Personalized grant letters
- Investment/Asset Management Services, including quarterly fund statements, and oversight and monitoring of investment performance



