Approach
Philosophy
Crewe Foundation Services can help you become more effective and impactful with your philanthropy. Every aspect of your philanthropic plan should be in alignment with your personal, family, financial, and charitable goals. We understand the significant impact that philanthropy can have on you and your family for generations. We are here through every step to help you establish and maintain the perfect plan for you.
We pride ourselves in providing you with cutting-edge tools, technology, and best-in-class administrative service that will help you enjoy your philanthropic experience. We get to know our clients and strive to build deep and lasting connections. We will help you ask the right questions and be informed about the different aspects of charitable giving to achieve the best possible outcome.
Services
Crewe Foundation Services specializes in the planning, establishment, and administration of all types of charitable planned gifts. From the design and funding of your private foundation, charitable trust, or DAF, to ongoing administration and grants services, Crewe Foundation Services is your trusted partner in philanthropy.
Start-Up Services include incorporation, filings, charitable qualification, and registration for the following:
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 all grant agreements
- Foreign grant setup and management
- Grant processing
- Grant reporting
- Grant responses & communication
- Annual and quarterly Grant Reports
- Accounting and Bookkeeping
- Quarterly Statement of Activities report to Board, Trustees, or Donors
- Tax Reporting and Filing
- Compliance Management with state and federal regulators
- State Registration
Ready to Open an Account?
Advisors
We encourage input, help, and ongoing involvement from your trusted legal, tax, financial, and accounting professionals. Our teamwork approach provides a smoother setup, better continuity, and best-of-class administrative service for you and your family.
- Continue Working with Your Trusted Professional Advisors
Your trusted legal, tax, and financial advisors have helped you get to where you are today – in a position to give back. We want to work with your current advisors to carry out the most beneficial and tax-efficient plan for you. If desired, we welcome the inclusion of your trusted professionals in your charitable giving plan design and implementation.
- Plan Your Giving Strategies in Advance
At Crewe Foundation Services, we are here to help you and your professional advisor design and craft the perfect plan for your family to accomplish your philanthropic goals. Everyone has a unique situation, so we custom-tailor each plan for you based on your needs and goals. Our professional staff will put decades of experience to work in the design and implementation of your planned gifts.
- Crewe Foundation Services does not have custodian assets.
Your professional investment advisor can continue in their role as your foundation’s financial advisor. We welcome the opportunity to work with your trusted professionals. If you do not have an investment advisor that you would like to appoint, we can help by recommending a qualified professional.