HighGround Advisors is an experienced account administration provider with more than 86 years of service to our clients. We are intensely focused on client service, flexibility and transparency. Our online service portal provides clients with real-time, 24/7, anywhere access to the information needed to monitor and manage endowment and split interest assets. We provide a broad range of account support services for both client institutions and donors.

Services

Sub-Accounting

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Our staff works closely with institutional accounting personnel to record and invest incoming receipts accurately and appropriately to monitor account activity and approve authorized distributions. We provide solid account support services so our clients can focus on their charitable missions and ministries.

Reporting

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We want donors who we work with to feel secure in their donations, so we prepare any reporting necessary for charitable trusts and gift annuities and serve as an overall technical resource for organizations and individual donors.

Tax Preparation & Filing

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We offer a variety of services for our clients, including the preparation of taxes, filings and compliance reporting related to their charitable giving or trusts.

Account Administration Experts

Kari L.  McGregor, CPA
Kari L. McGregor, CPA
Vice President and Chief Financial Officer
Colleen Sims
Colleen Sims
Vice President for Institutional & Donor Services of HighGround Trust Company
Carol Nichols
Carol Nichols
Controller
Cheryl  Tristan
Cheryl Tristan
Operations Manager
Jada Jung
Jada Jung
Institutional and Trust Administration Manager