Charitable & Philanthropy
We administer a wide range of charitable structures.
We provide a bespoke range of services, including:
- Administration, bookkeeping and accounting
- Review and monitoring of the investments held
- Provision of Qualified Member for charitable foundations
- Evaluation of donation requests to ensure in line with the charity’s purposes
- Provision of customised reporting to the trustees or foundation council
- Follow up assessment of donations to gauge effectiveness
- Modelling future estimated investment performance and cash flow against proposed donations to assess sustainability of the charity’s funds
