Non-Profits and Donors
Non-Profits and Donors
Non-Profits and Donors
Honoring what is important to our clients, harmonizing with their values, hearing their dreams and aspirations and needs, we pursue creativity and ingenuity, sound strategy and solutions for the non-profit and the philanthropist.
Commendations
Non-Profits and Donors
Non-Profits and Donors
- Trustworthy and highest ethics
- Expertise on par with top charitable specialists, high-net-worth wealth consultants, and chief fiduciary officers
- Convincing presentation skills
- Able to train professionals at every level
- Unique ideation and strategic innovation skills
- Faithful and personable
- Compassionate and caring
Knowledge and Wisdom
Non-Profits and Donors
Knowledge and Wisdom
We draw upon thirty years of planned giving experience both in the field and in supervision; conference speaking; state wide leadership as president of a professional planned giving association; business experience in personnel, investment management and marketing; and decades of synergistic relations with leading advisors. We, together, endeavor to offer the best of ideas and counsel.