At the Community Foundation, we provide financial administration for your fund:

• Establish and maintain your fund's books;
• Manage outside audits or reviews;
• Manage income and disbursements, including checking account;
• Arrange for tax and regulatory reporting;
• Provide timely financial reporting to your family or board of directors;
• Identify appropriate asset management services;
• Coordinate preparation and production of materials for the public; and,
• Advise on administrative structure and long-term planning.

For more information, please Email Kristi Knous or call her at 515.883.2703.