Charitable Organizations

Our clients include both private foundations and endowment funds. We deliver a range of services dependent upon the size and need of the organization.

Investment advisory services including support in development of spending policy and asset allocation strategy, investment policy statement design, investment management and manager selection, performance reporting
Administrative services providing gift support, grant analysis and distributions, flexible reporting, annual audit support, 990 PF preparation
Legal services offering advice regarding charitable gifting strategies for donors, governance guidelines for boards, assistance with IRS rulings, counsel on legal compliance matters

Worth Knowing

Americans donated about $617 billion in 2025, an inflation-adjusted increase of roughly 3% from the previous year. Total U.S. charitable giving in 2026 will likely remain in roughly the same range as 2025.
Source: Indiana University Lilly Family School

Americans donated an estimated $617 billion to charity in 2025, marking continued growth in charitable giving across many sectors. Individual giving remained the largest source of donations, while support from foundations and corporations also contributed significantly.
Source: Indiana University Lilly Family School