Planned Giving
Our sub-accounting approach begins with our staff working with your 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 that you can focus on your charitable missions and ministries.
We want your donors to feel secure in their donation, so we prepare any reporting necessary for charitable trusts and gift annuities and serve as an overall technical resource whether you are a client institution or individual donor.
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.
