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