Donor Services

Responsible and intentional philanthropy is time-consuming and complex work, but your reward comes from making a difference in the lives of those who benefit from your generosity. Lee+ Associates has experience in helping donors turn your passion for good work into reality. Because we’ve served on foundation teams that create guidelines, develop applications, research grant requests, coordinate site visits and make recommendations, we can guide you towards projects that will be successful. Our “insider’s view” provides immeasurable benefit to our clients. We can help you find the appropriate charitable vehicle and maintain compliance with government regulations. We have the expertise to assist you every step of the way through:

We understand your charitable giving is an important investment of your time and your capital. We can help you develop the appropriate course of due diligence (the process of investigation of the claimed and actual financial and operational performance of a nonprofit) to ascertain that your gifts are used appropriately.