Philanthropic Services

The Philanthropic Services Group offers administrative and managerial services that allow you to remain focused on your organization’s mission instead of its day-to-day transactional activities. Our specialized administrators provide the following services:

• Grant and gift processing
• Payments to annuitants/contributors
• IRS reporting and regulatory compliance
• Fund recordkeeping
• Customized reporting
• Online account management through TAMLink

So that you can continue to make a difference, The Philanthropic Services Group provides investment advisory services that enable you to make the most of your financial assets. Our experienced team guides you through the following processes:

• Developing an appropriate investment policy and creating an investment framework
• Designing an investment plan to meet your needs and the needs of your donors
• Managing your portfolio to ensure funds are available when you need them
• Reviewing investment performance
• Developing investment and gift acceptance policies

Through our subsidiary, Sterling Capital Management, The Philanthropic Services Group provides the services you need to protect and grow your financial resources. Your advisor will assist you in building a customized investment portfolio and provide expertise to support the competitive performance of your assets. Services include:

• Pooled income fund management
• Gift annuity management
• Charitable trusts management
• Board of directors/finance committee advisement