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Understanding your philanthropic goals / Reviewing nonprofits
Selecting an appropriate charitable vehicle and making it work to achieve your charitable goals can be a challenge. We can provide guidance with the following:

• Assessment of charitable intent and needs
• IRS applications and process
• Organizational structure and procedure
• Guidelines and program initiatives
• Grant application
• Public policy, reporting requirements and legal issues
• Training for trustees



Understanding your philanthropic goals / Reviewing nonprofits