Non-profit administrative solutions

Paying attention to operational details is crucial, yet requires intensive time and resources.

Let our specialists handle the details so you can focus your energy on donors and other activities critical to your mission.

Access to a full suite of administration services

Our non-profit administrative specialists know what it takes to keep your day-to-day operations running smoothly. In addition to offering comprehensive support, our experts will share with your team today's best practices in conversion management and administrative policies and procedures.

We provide

Non-Profit Administrative Services
  • Non-profit administrative services
  • Securities gift processing
  • Sub-level accounting
  • Donor accounting services
  • Planned giving administration
  • Vendor coordination
  • Audit assistance
  • Scholarship distribution services
  • Custom donor communications
  • Secure online access to reporting

We are focused on you, so you can focus on your mission.

Creating a request for proposal? Get our free RFP builder.

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    For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs.

    For financial advisers and other intermediaries looking for factsheets, KIIDS and detailed information on our single funds, multi-asset growth range and model portfolios.

    For individuals guided by an advisor’s personalized advice.

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