Financial Support Services

Foundation & Trust Services

We work with a number of private foundations and charitable trusts, offering our full range of office support services. These services include:

  Bill Paying  
  Income & Expense Categorization  
  Investment Consolidation  
  Financial Reporting  
  Record Filing  
  Tax Reporting  
We usually become the official address, receiving all mail and telephone inquiries, and maintaining all of the Foundation’s records here at our offices. We are fully qualified to address all aspects of the Foundation management business, from solicitation responses to the full accounting services to almost all of the tax preparation work. Most Trustees view their Foundation responsibilities as part-time work at best. For us it's full time work. Contact us to discuss your situation.

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