HighGround Advisors is an experienced account administration provider with nearly a century of service to our clients. We are intensely focused on client service, flexibility and transparency. Our online service portal provides clients with real-time, 24/7, access to the information needed to both monitor and manage endowment and split interest assets. We provide a broad range of account support services for nonprofits, churches and individual donors.



Our team opens, closes and maintains all sub-accounts for assets of endowment and quasi-endowment, charitable trusts and gift annuities, donor-advised funds, operating cash, building funds, real estate and oil and gas. We work 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. We provide an online portal for real-time access to all sub-accounts including transactions, asset holdings, periodic accounting statements, HighGround notifications and access to governing legal documentation.

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.

Account Support Experts

Kari L. McGregor, CPA
Vice President and Chief Financial Officer
Rachel Lau, CPA, CIA, PMP
Connor Roden
Institutional and Trust Administration Manager
Amie Meldrum
Senior Account Manager
Emilie Jacobs
Account Manager
Joseph Isbell
Account Manager
Ariela Rodrigues
Account Manager