Foundation Services

KIM also offers certain administrative and operational support services to our investment advisory endowment and foundation clients.

Administrative services can include (among other items):

  • Grant coordination and record keeping services
  • Establishing and/or reviewing your investment policy statement
  • Evaluation of grant proposals
  • Tracking of spending requirements (through information provided by the client)
  • Meeting planning, preparation, organization, and meeting space

To learn more about how we can help your existing foundation, please contact us today for our unique insights.

**Karpus does not render tax or legal advice or prepare any such documents for its investment advisory or foundation services clients. However, we can and desire to work closely with clients’ trusted advisers to help achieve their mission and goals as efficiently as possible.

For more information, please see Karpus’ most recently filed Form ADV Part 2A: Disclosure Brochure