locate an office

offices near you

office near you

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.

Our team has decades of experience in nonprofit management and grant making. Our firm oversees nearly 10,000 grant requests and distributes more than $250 million in grants annually.*

*As of December 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

Ready to learn more? Find the right strategy with a J.P. Morgan team today.

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you. 

*Required Fields

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you. 

Enter your First Name

> or < are not allowed

Only 40 characters allowed

Enter your Last Name

> or < are not allowed

Only 40 characters allowed

Select your country of residence

Enter valid street address

> or < are not allowed

Only 150 characters allowed

Enter your city

> or < are not allowed

Only 35 characters allowed

Select your state

> or < are not allowed

Enter your ZIP code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Enter your postal code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Enter your phone number

Enter your phone number

Tell Us More About You

0/1000

Only 1000 characters allowed

> or < are not allowed

Checkbox is not selected

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

 

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.

Equal Housing Lender Icon