Our Administrative Services Include
All aspects of community foundation management:
A) Compliance with state/federal regulations.
B) Providing training to affiliate partners, boards & staff.
C) Assist in fund development.
D) Draft policies & procedures for board action.
E) Undertake compliance with national standards.
F) Provide marketing & public relations services.
G) Coordinate U.P.-wide youth advisory committee activities.
All information services including:
A) Monthly financial reports.
B) Donor records (including donor history).
C) Gift management, including donor letters.
D) Grants management.
E) Vendor & grantee records and payment history.
F) Payroll services (state/federal reporting)
G) Annual report/audit.
H) Budget preparation, investment reports.
