Our Services
We offer customized and thoughtful giving-and-stewardship services that help nonprofits and churches coordinate with donors, members or clients. Our most popular services include:
- Solutions range from helping nonprofits and churches who want to dip their toes in the water of planned giving to supplementing an already robust development & planned giving team—all without needing to hire every skill-set.
- Custom service options include: proactive donor-and-development team education, asset-giving support, data and analytics assessment, strategy sessions, custom materials, workshops, conferences, and retreats (tailored to you).
- Hosted in partnership with churches, nonprofits, or financial firms.
- Explain how to align their estates with their personal values, reduce tax burden, and amplify their generosity.
- Includes discussion, real-world examples and follow-up planning support.
- Ongoing support for families who wish to give through a foundation or DAF.
- Custom services include: Grantmaking guidance and execution, strategic planning, helping at family meetings, and more.
- Our approach means we develop solutions together.
- We can arrange retreats or host webinar series.
- We can be an outsourced department for organizations or provide a narrow scope of services for others.
- It all depends on the need.
