Services

We provide clients with comprehensive services that span from developing big picture ideas into actionable plans, helping execute on those plans, streamlining operations and managing administrative necessities. Nonprofits, philanthropists and other advisors rely on our team of experienced professionals for the right balance of strategic thinking and technical know-how in the following areas:

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Donor-Advised Fund Services

Helping financial services and charitable organizations manage their donor-advised funds operations.

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Strategy Consulting and Alliance Development

We provide strategy consulting and coalition building services to help develop, hone, and support your goals.

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Gift Management Services

We work collaboratively with your team to ensure a smooth, integrated solution for the prompt and efficient administration of charitable gifts.

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Foundation Management Services

Our diverse team of professionals and lawyers can handle issues ranging from governance to program management, monitoring and evaluation, along with administrative and compliance activities.

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State Regulatory Compliance

Our diverse team of professionals and lawyers can handle issues ranging from governance to program management, monitoring and evaluation, along with administrative and compliance activities.

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