Crewe Foundation Services
Crewe Foundation Services
Crewe Foundation Services
Crewe Foundation Services
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Efficient & Impactful Giving Solutions

Strategic Planning – Superior Administration

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Do More With Your Private Foundation

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Create a Family Charitable Legacy

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Tax-Smart Giving - Maximize Your Benefits

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Crewe Foundation
Services

Crewe Foundation Services specializes in the planning, establishment, and administration of various types of charitable planned gifts.  From the design and funding of your private foundation, charitable trust, or Donor-Advised Fund (DAF), to ongoing administration and grants services, Crewe Foundation Services is your trusted partner in philanthropy.

Start-Up Services Include:

Ongoing Administration Services Include:

  • Grants Management
    • Full online access for research and grant requests
    • Grant recipient due diligence and qualification
    • Set up and negotiations of grant agreements
    • Foreign grant setup and management
    • Grant processing
    • Grant reporting
    • Grant responses and communication
    • Annual and quarterly grant reports
  • Accounting and Bookkeeping
  • Tax Reporting and Filing
  • Compliance Management with State and Federal Regulators
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Heritage

For nearly 200 years, the township of Crewe, England has given birth to some of the greatest craftsmen in the world. Superior methods, materials, and relentless pursuit of perfection in every detail are hallmarks of Crewe. Its culture and heritage of excellence continues to this day.

At Crewe Foundation Services, we embrace philanthropy with the same approach and dedication to craftsmanship and integrity as the master artisans of their namesake village. We empower donors with efficiencies of scale, proven planning, and administrative techniques that expand the impact of their charitable gifts by providing them with access to the quality of expertise and tools the world expects from Crewe.

Just as Crewe impacted the world with its record-breaking, powerful, and elegant innovations, Crewe Foundation Service’s charitable plan design and administrative platform provide a way for you to create a family legacy of giving and make a profound impact where it is needed the most around the world.

Crewe Foundation Services
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Effective Private Foundation Management

At Crewe Foundation Services, we know that good private foundation management is key to maximizing impact and delivering long-term goals.

Our approach starts with transparent governance, so board members and executives are held to the highest standards of accountability and ethics. We prioritise financial management, with prudent investment and budgeting to secure the foundation’s sustainability and amplify its impact. Our programme management is about identifying and funding initiatives that align to the foundation’s mission and have measurable outcomes. We evaluate and adapt our strategies regularly based on performance metrics and feedback, and create a culture of continuous improvement.

By building strong relationships with grantees, community partners and stakeholders we increase collaboration and extend the foundation’s reach, and deliver meaningful social change and the foundation’s vision.

Open a New DAF Account

Tell us a bit about yourself.

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Thank you!

Please download, complete, and return the following forms:


The above documents will also be forwarded to you by email.  Please return signed forms via email to info@cfs.octiv.site or by fax to (801) 563-1971.

You will be contacted by a Crewe Foundation Specialist when your new account has been created and is ready for funding.