McQueen Charitable Solutions simplifies investment management & charitable gift administration.
Our all-inclusive solution supports fundraising efforts and donor goals by providing professional, strategic management for Donor Advised Funds, Charitable Gift Annuities, Pooled Income Funds, and endowment fiduciary oversight.
McQueen Charitable Solutions Core Services
Investment Management Services
Institutionally Focused: Professional advisory services tailored for institutional clients.
Conflict-Free: Providing objective and unbiased investment advice.
Policy Development: Crafting and reviewing investment policies to align with organizational goals.
Strategic Allocation: Developing asset allocation strategies and constructing diversified portfolios.
Manager Due Diligence: Conducting thorough searches, selection, and continuous monitoring of investment managers.
Gift Administration Services
Regulatory Compliance: Ensuring all transactions meet IRS, state, and Attorney General requirements.
Distribution Coordination: Managing required distributions and monitoring cash positions.
Financial Reporting: Comprehensive grant, gift, income, and balance sheet reports.
Donor Communication: Detailed sub-account and fund activity reports for transparency.
State Registration and Tax Reporting: Assisting with state registration and preparing necessary tax documents.
McQueen Charitable Solutions: A Culture of Service
Focus on results
Portfolios are customized to meet client objectives and allocated to strive for both short- and long-term success.
Deep Resources
We are dedicated professionals who bolster your internal talent with advisors, portfolio management, back-office, and research professionals.
Service Culture
We are asset managers and service specialists rooted in a client-centric firm.
Investment Experience
We follow a disciplined decision-making process developed and executed by tenured professionals.
Proactive Approach
We utilize our long-term insights to opportunistically position portfolios.
Mutual Alignment
We are independent, fostering an alignment of interests in manager selection and fee negotiations.
Commitment to Excellence
We are committed to exceeding service requirements with a client-focused approach. For over 20 years, we have transparently served mission-driven nonprofits, adhering to fiduciary standards.
High Touch Client Experience
From onboarding, we ensure a seamless transition and high-touch experience, meeting clients' unique needs with transparent communication and fostering long-term relationships.
Fiduciary Educational and Training
Taking an UPMIFA-informed approach, we offer training sessions to enhance the financial literacy and governance capabilities of your board members and staff, ensuring they are well-equipped to make informed decisions.
About Us
Leading nationwide provider of financial advisory services
Address: 1239 Anderson Rd, Clawson, MI 48017
Phone: (248) 548-8400
Email: info@m-f-a.com
Services
We provide our clients with expert, personal, professional, results-oriented service designed to provide a competitive advantage in an ever-changing market.
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