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Financial and Administrative Services
Successfully implementing a strategic vision requires a commitment of operating and administrative resources. Administering the details of a foundation, charitable trust, or supporting organization requires technical knowledge of IRS rules and regulations, which can be confusing for families and unstaffed trusts and foundations. InterAct's skilled Foundation Services staff literally serves as the "office" for your philanthropy. We provide the following services:
- Tracking proposals and grants
- Preparing and monitoring grant agreements
- Handling all correspondence with grantees
- Maintaining files and records
- Preparing information for tax and other filings
- Preparing minutes, annual reports, and other print and web-based materials
- Coordinating with professional advisors, including accountants, attorneys, trust officers, and investment managers
- Managing financial details, including check writing and reporting
- Investing funds, with or without the guidance of your broker or investment manager
- Monitoring regulatory compliance, including IRS spending requirements