Philanthropy and grants management services
What causes do you want to support — and how can you ensure your philanthropic contributions are put to the best use? Philanthropy done well requires specialized planning and attention. Our specialists are ready to help you professionalize grant making and grants management for your private foundation or charitable trust. We work closely with your key decision makers and take on the administrative and operational tasks so you can focus on the impact you want to achieve.
Whether you need assistance with day-to-day management of your philanthropic organization, or could benefit from an entire suite of services, J.P. Morgan Private Bank is ready to help your organization reach its potential through grants management services tailored to your needs.
*As of February 2023.
Services we offer U.S. philanthropists
Seamless client service for grants management, including coordination with the principals and others involved in daily operations of your foundation or charitable trust.
Oversight of the grant application process, including collection, processing, distribution and communications.
Development of strong professional relationships with nonprofit organizations and local communities.
Verification of compliance with legal requirements and governing instruments.
Service and monitoring of administrative, operational, financial and tax-related foundation account activities.
Protection of your philanthropic interests through screening of foundations and grant applicants. Our due diligence includes reviews of boards of directors, conflicts of interests, grantees’ finances and organizations’ stability. We also can identify additional grant recipients when funding options are limited, as well as make grant recommendations.
Preparation of necessary materials for board or foundation meetings.
Maintenance of files in accordance with IRS and account procedures.
Additional Services
