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A foundation must submit an endowment increase form with the public foundation registrar upon any additional endowment it receives.
We are engaged by clients to prepare and submit such endowment increase forms on behalf of their foundation. The client may further wish to include the notification of such increases to the foundation’s bankers and other concerned government authorities as part of the engagement.
Apart from the preparation and submission of a foundation endowment increase form, we further handle other formalities with the public foundation registrar. More information is available at:
If you would like to receive more information and detail about our services, fees and applicable reimbursements, kindly get in touch with us through our Contact page or send us an email to firstname.lastname@example.org.