Our Value

Whether you’re a nonprofit or a church or anyone that serves generous people, we offer services that inspire donors, members, or clients to consider thoughtful giving and stewardship strategies. We customize solutions to your needs while adding value:

Fractional

Services that adjust to your needs.

Neutral

Strategies that align with your goals.

Proactive

Guide and maximize your impact.

1. Fractional

Our custom services adjust to your needs. 

  • Solutions range from dipping a toe in the water to outsourcing an entire department, and anything in between. You needn’t hire every skill set internally or incur those costs associated with an in-house solution. We do it for you.
  • Custom service options include: Proactive donor-and-development team education, asset-giving support, data and analytics assessment, donor discovery meetings, strategy sessions, custom videos or collateral, workshops, conferences, retreats (tailored to you)

2. Neutral

Our incentives align with the donor. We don’t manage money or sell products.

  • Donors hesitate to discuss their balance sheet (or estate) with a nonprofit or church. Even board members can feel uncomfortable opening up the entirety of their personal finances to the nonprofit they obviously love and support. It’s different with a neutral third party like us.
  • We are neutral on solution options and the chosen partners or products. We want what’s best for the donors.

3. Proactive

Donors likely don’t know how they can maximize their stewardship.

  • We don't expect an athlete to know the best ways to train and maximize their talent without an experienced coach guiding them and sharpening their knowledge and abilities. That also true with philanthropy.
  • After plans are ready, we develop frameworks and giving strategies for donor’s future generosity. We provide ongoing support and execution in partnership with the donor.

Current &
Legacy-Focused

  • The crucial financial decision facing anyone is is figuring out "what happens to everything I own when I die?" Understanding all the variables and factors that go into that decision are often ignored or even unknown, leading to unnecessary hurt and complexity.
  • Bigger donations, now: Planned giving solutions are often bequests—gifts planned for and made at the end of someone's life. Those are incredible and often game-changing for an organization and family. Our hope is to ensure current gifts are amplified as well, Assets such as closely-held stock, real estate, or other complex assets can help donors earn greater tax deductions and save on capital gains taxes.
  • Current gifts also allow for the person or family to experience the joy of their gift during their lifetime. That’s a gratifying and rewarding experience.

Let’s amplify generosity and stewardship together!

Partner with Us