DAF & Charitable Trust Administration
Crewe Foundation specializes in the planning, establishment, and administration of all types of charitable planned gifts. From the design and funding of your DAF or charitable trust, to ongoing administration and grants services, Crewe Foundation will be your trusted partner in philanthropy.
Crewe Foundation provides the following all-inclusive administration services:
- Design & Implementation of Charitable Plans
- DAF Account Setup
- Charitable Trust and Other Advanced Charitable Plan Establishment
- Charitable Investment Pool or Privately Managed Investment Account Setup and Oversight
- Qualifies, Processes and Sends all Charitable Grants
- Accounting Services for DAF Accounts and Advanced Gift Plans
- Tax Reporting for DAF Accounts and Advanced Gift Plans
- Ongoing Resource Support for Supported Public Charities
With Crewe Foundation you can...
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 will 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 in Advance
At Crewe Foundation, we are here to help you 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.