Yes. Our virtual assistants are trained to cross-reference proposed grantees against the IRS Tax Exempt Organization Search (TEOS), examine IRS Form 990 filings, verify public charity status (509(a)(1), (a)(2), or (a)(3) Type I/II), and flag any warning signs (such as private non-operating foundation classifications or revoked status) before grant recommendation files are submitted to DAF sponsors.

Your Project Manager acts as your single operational liaison. Instead of you spending hours coaching or checking your assistant's work, the manager translates your firm’s standard procedures into clear daily task queues, audits due diligence spreadsheets, conducts quality checks, and handles timesheet approvals—completely free of charge.

Because our internal specialists are pre-screened and experienced in wealth and philanthropic support, we can match and onboard your assistant within 24 to 48 hours following your strategy call. When year-end charitable giving surges in November and December, your PM can instantly expand hours or deploy trained backup support with zero workflow interruption.

None. We charge 0% platform markups and zero onboarding fees. You pay strictly for the contracted productive hours worked ($7/hr Part-Time or $6/hr Full-Time). You retain total flexibility without lengthy lock-ins.