Record-keeping

Well-run private foundations keep excellent records of grantmaking activities, grantees over time, corporate filings, financial statements, and tax records.  ALPS Foundation Services is equipped with state-of-the-art tracking software to meet your record-keeping needs.

We track, among other things, existing grantees, new grantees, declined grantees, the status of grant applications, grant disbursements, grantee compliance with grant terms, foundation assets, and public requests for information.  Our software is capable of providing thorough record-keeping of all important foundation information, and can produce easy-to-read reports on a variety of topics.

Investment Management Services

An affiliate of ALPS Foundation Services, Peak Investment Management provides private foundations with comprehensive investment management services for accounts greater than $500,000.  Peak’s highly qualified and experienced portfolio managers have a demonstrated record of success and are ready to create a diversified portfolio for your bar foundation.   Peak also maintains records for endowment and memorial giving programs.