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FUND DEVELOPMENT

with individuals, foundations and corporations

MAJOR GIFT PLANNING

identification, cultivation and solicitation

DEFERRED GIVING

PROGRAMS

tax-advantaged giving and readiness for generational
wealth transfer

BOARD DEVELOPMENT

and Major
Gift Training

CHARITABLE

CONSULTING SERVICES

Providing charitable consulting services to advise and lead non-profit
organizations through strategic and powerful fundraising strategies.
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WORK WITH FAMILIES

to create philanthropic goals and impact

WORK WITH COMPANIES

developing their philanthropic brands.

EVENT STRATEGY

streamlining and optimizing special events

INFRASTRUCTURE ADVICE

staffing, technology

and other tools

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