Personal Services
- Gift planning
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Donor Compliance
- Asset appraisal
- Donor Advised Funds
- Endowments
- Private Foundations
- Public Charities
Organizational Services
- Tax exempt determination (501(c)(3)) rulings
- Board governance
- Internal governance
- Gift Acceptance Policies
- Conflict of Interest Policies
- Donor services
- Tax compliance
- Federal & State filings