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Professional Outsourced Philanthropic Solutions

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Donor-Advised Fund Services

Donor advised funds have become a favored vehicle for charitable giving, providing a cost-effective and adaptable alternative to donating directly to charities or forming a private foundation. We help charitable and financial services organizations develop and manage the operations of their donor-advised funds. We provide assistance with processing donations, overseeing governance matters, and making grants. Our experienced team can handle the due diligence and risk management issues for any and all complex assets, including private equity, real estate, and more.

Because we provide comprehensive services and the unique perspective gleaned by working directly with financial services firms, donors, and nonprofits alike, we understand the needs of each, and work seamlessly to meet those needs.

Governance

We are uniquely able to advise on the full spectrum of governance issues relevant to donor advised funds. Our team assists by providing advice regarding board and committee structure, coordinating and staffing board and committee meetings, providing Board leadership training, reviewing all contracts, supervising audit and tax return preparation, and coordinating any necessary charitable state renewal registrations. We can also address any legal questions that may arise, having access to the resources of more than 1,200 lawyers, professionals and staff.

Operation Management

    • Donation Processing: We help implement a workflow to coordinate gift acceptance in accordance with board policies and procedures enabling best practices and appropriate risk management.
    • Complex Assets: We routinely handle any and all complex assets (e.g., LLC interests, private equity, real estate and collectibles) including review and analysis of due diligence and performance of work necessary to accept and dispose of gifts. We also advise boards on related risk management and tax issues.
    • Grants: We provide a comprehensive array of grant-making services, including grants to traditional public charities as well as international grants and other types of organizations. We provide a full suite of services for those interesting in making impact investments in connection with a wide range of social ventures.

Dedicated Support and Resources

Whether you are a financial services firm, a charitable organization, or an individual donor, our dedicated donor service coordinators are here to help. Our call center professionals can assist in all aspects of donor advised funds including, account opening and funding, grant recommendations, and more. We can answer questions via phone during business hours from coast to coast. We also provide an online portal that allows our clients and donors to engage directly with funds, offering the ability to make grants, check fund balances, view performance, and see grant history all in one location.