- Creation of new supporting foundations working with donor’s legal counsel
- Oversight regarding compliance with IRS & State of Ohio rules & regulations
- Annual Board appointments by TCF
- Directors & Officers Liability Insurance
- Service as Statutory Agent
- Hold official records
- Preparation of minutes
- Preparation of meeting dockets and ballots
- Listing on TCF’s website (as desired)
- Letterhead
- Meeting space and parking
- Assistance with identification/clarification of Vision and Mission
- Family Philanthropy Educational Opportunities
- Donor education opportunities
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- Grant compliance - verification of recipient public charity status
- Maintenance of grant files
- Grant history reports
- Preparation of grant checks and grant correspondence
- Communications with grant seekers
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- Creation of accounts for investments
- Oversight of investment activities
- Quarterly financial statements
- Creation of checking account
- Maintenance of checking account
- Preparation & filing of Form 990
- Coordination of annual audit
- Payment for expenses
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