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Accounting Services

Endowment Accounting Takes Time and Resources - Crown Has the Expertise to Help You Outsource Routine Functions.

Reduce overhead and internal resource requirements.

Crown Philanthropic Solutions Accounting Services are designed to help organizations outsource some of their day-to-day accounting tasks by delivering an integrated package of efficient and compliant accounting practices. The services we provide allow you to focus more time and energy on building and serving your donor base. As your organization grows, you may feel the need to bring your accounting services in-house – and if that happens, we'll be there to help make sure the transition is as seamless as possible.

Crown DonorFirst Accounting Services offers your institution:

A Better Experience for Philanthropists – You can spend more time focusing on growing and servicing your donor base. 

The Latest Best Practices – We provide accounting services exclusively to philanthropic institutions and financial organizations and have our fingers on the pulse of regulatory requirements, as well as the needs and expectations of your clients. 

The Ability to Outsource Accounting   Enable your staff to focus on donor-oriented development and critical support.

Expertise You Can Trust   Crown Philanthropic Solutions’ accounting services are delivered and supported by a veteran team of staff accountants with decades of experience at working with foundations, and expertise in managing a wide variety of trust accounting processes.

Crown Accounting Services include:

  • Daily reconciliation and reporting from separately managed accounts
  • Daily display of current market values
  • Administration fee assessment and collection
  • Donor statement production
  • Monthly export files for your general ledger
  • Online access to your financial information

Contact Crown and get the accounting support you need to grow your philanthropic program.

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