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
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