We Do

We work in partnership with estate attorneys, accountants, trusted advisors, and financial brokers to help individuals navigate the intricate realm of charitable giving and legacy planning. We recognize the profound impact strategic philanthropy can have on one’s legacy and community. Our tailored approach combines expertise in tax-efficient strategies, wealth management and/or transfer, and charitable giving, empowering them to create meaningful and lasting philanthropic solutions.

This entails exploratory conversations to understand one’s desired charitable interests and intents, then outlining the strategy to make them happen.

We understand the challenges development professionals face by being pulled into various projects, hampering their ability to cultivate relationships and steward resources effectively. That’s why we provide targeted support to the Nonprofit Development/Fundraising Office. We focus our efforts on empowering key stakeholders such as CEOs/Presidents, Chief Development Officers, and Vice Presidents or Directors of Development on how to optimize their philanthropic efforts.

We accomplish this by concentrating on the fundamental elements that drive successful fundraising initiatives. This includes reviewing development position descriptions, assessing strategic plan objectives, and CRM list management. We also create quarterly and annual work plans aimed at streamlining operations and aligning philanthropic support with organizational goals.