Charitable account management
printComplex administrative responsibilities can divert the leaders of nonprofit organizations from their mission-critical work. We can reduce your administrative burdens and free you to focus on your most important duties. With extensive experience as a nonprofit administrator, we offer exemplary service, customized to your particular needs. You benefit as well from the continuity and stability of a long-term service provider.
Specialized services
Nonprofits face unique administrative challenges, such as processing donor gifts, implementing spending policies and managing restricted funds that have small balances. We have expertise in all these areas, including the use of appropriate techniques for pooled accounting.
When planned giving is crucial
Planned giving may be a major component of your fundraising. We can help in a multitude of ways - distributing income to beneficiaries of charitable remainder trusts, assuring that your pooled income fund trust meets all tax requirements, tracking individual charitable gift annuities.
Simplifying grant and scholarship programs
Grant and scholarship programs are complicated and time-consuming for all nonprofits and charities. We can implement programs to support your decision-making process and ensure operational integrity.
Managing your assets
Master custody services can substantially enhance your day-to-day operations. Having all your assets with one financial services partner gives you the simplicity of a single accounting system of record. It also provides better tools for tracking investment performance.
A comprehensive tax solution
We offer a full complement of tax services from charitable tax accounting specialists. You can be confident that your tax needs will be handled properly.
Contact a JPMorgan Advisor to learn more about JPMorgan's administrative services for nonprofits and charitable accounts. Alternatively, you may contact any JPMorgan office.
Products and services, including fiduciary and custody products and services, are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities Inc., member FINRA, NYSE and SIPC. J.P. Morgan Securities Inc. is an affiliate of JPMorgan Chase Bank, N.A.
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