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Professional Outsourced Philanthropic Solutions

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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. Whether you call on us to handle your gift management administrative needs, monitoring and reporting, or for other development assistance, we provide customized support that allows you to focus on core fundraising and development efforts.

Gift Administration Services

Our gift management services experts help you navigate all aspects of processing charitable gifts, administering pooled income fund and charitable trusts. We can efficiently and effectively administer even the most complex programs, and routinely provide assistance with:

  • Charitable Gift Annuity Administration Our team assists with everything from preparing customized proposals and contracts, acknowledgement letters, and funding instructions, to creating and supporting a database for annuitants and gift records. We provide reconciliation reports and track current value of assets with your financial institutions, print and mail checks to annuitants, and provide electronic funds direct deposits. We can efficiently and effectively administer even the most complex programs.
  • Pooled Income Funds Our team creates and maintains all sub-accounting records to track pooled income fund participants, coordinates with investment advisors in connection with gifts, and issues timely income distributions and performance reports.
  • Charitable Trust Administration We enable seamless charitable trust administration. We prepare prototype trust documents, offer custom illustrations and plans for donor cultivation, assist in plan design, coordinate with investment and other advisors, and provide constituent reporting, legal compliance, and advice.
  • Complex Assets Our professionals can skillfully handle any and all complex assets (e.g., LLC interests, private equity, real estate and collectibles) on a moment’s notice. We provide the comprehensive review and analysis of due diligence and performance of work necessary to accept and dispose of gifts. We also advise your board on risk management and tax issues related to these assets.

Ongoing Monitoring and Reporting

  Our team provides assistance with all monitoring and reporting, from issuing IRS Forms 1099-R/K-1 to donors, to preparing state renewal registration reports and reporting to the board or committees with respect to performance and other metrics. We help to ensure that you comply with federal and state regulations, identify the type of assets and processes that will be accepted as gifts, establish policies and procedures for gift crediting, and make considerations based on donor intent. We can also help with other governance issues as needed.

Development Assistance

Your relationships with prospects are vital to enriching your development efforts. We can bolster your development program, whether by assisting with closing major gifts or advising and educating the team on the benefits of gift annuities, pooled income funds, charitable trusts and other gifts. Please contact us for more information about these specific services.

Dedicated Support and Resources

Whether you are a charitable organization, an individual donor or other advisor, we are here to help. Our dedicated gift management professionals can answer your questions via phone during business hours from coast to coast. We also provide a secure online portal that allows our clients to access reports, deadlines and other information all in one location.