Our staff works closely with your accounting personnel to record and invest incoming receipts accurately and appropriately, 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 your donors to feel secure in their donation, so we prepare the required reports for charitable trusts and gift annuities, and we serve as an overall technical resource for you and your 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.