CREWE FOUNDATION SERVICES (CFS) offers comprehensive support in creating, managing, and optimizing charitable planned giving strategies. Whether you are establishing a private foundation, setting up a charitable trust, or creating a Donor-Advised Fund (DAF), CFS is committed to guiding you through every step. From strategic design and secure funding to ongoing administration and grant distribution, CFS serves as your dedicated partner in philanthropy, helping you achieve meaningful and lasting impact through your charitable endeavors.

CFS partners with CREWE FOUNDATION, a 501(c)(3) public charity, with a mission to financially sustain and empower charitable organizations and charitable efforts by enabling donors to become more efficient and impactful in their philanthropic giving.

CFS provides the following all-inclusive administration services:
- Design & Implementation of Charitable Plans
- Foundation Structure, Design and Setup
- DAF Account Setup
- Charitable Trust and Other Advanced Charitable Plan Establishment
- Charitable Investment Pool or Privately Managed Investment Account Setup and Oversight
- Qualifies, Processes and Sends all Charitable Grants
- Accounting Services for Foundations and Advanced Gift Plans
- Tax Reporting for Foundations and Advanced Gift Plans
- Ongoing Resource Support for Supported Public Charities

Crewe Foundation Services

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