Charitable Capital Planning Programs




 Administrative Services Overview (Services vary by Program type)

Ongoing support from administration experts will help you keep your programs on track. Self-dealing, step transactions, and miscalculations are just a few of the common oversights that can cause problems.


Tax Reporting
Federal and state charitable tax returns are prepared for signature with plenty of time for review, questions, completion of donor tax returns, and timely filing with the IRS.


Four-Tier Accounting
(if required)
Correctly applying the four tier accounting rules are critical. Our administration system tracks and inputs each transaction into all of the appropriate tiers required for proper accounting. On-going four-tier reports are made available through online accounts and Annual Reports.


Annual Reporting
Annual reporting provides a clear and concise performance summary for the year and graphically compares current year valuations to previous year valuations. It also includes an itemized valuation report and a four tier accounting report showing income and expenses for the year.


Fee and Services schedule available upon request.