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.
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
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.