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Watch our video regarding how we help nonprofits make a stronger impact. 
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JUNE MEET & GREET LUNCHHEON

At last, we are scheduled to have a June Meet & Greet Luncheon to get to know each other better. We have been working hard in organizing the details of the event and are very excited about having this time to listen to a great speaker.  We are bringing in…
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HOW TO ENCOURAGE DONORS TO MAKE

Despite today’s technologically inclined society, many , from time to time, a compelling handwritten letter to faithful and consistent donors. These less technologically savvy individuals are possibly more receptive to the development of an endowment and…
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Starting a Planned Giving Program? Avoid These Common Mistakes

1. Poor Donor Cultivation Planned Giving provides a unique opportunity for the organization to build a foundation of support from donors who share a connection with the organization’s mission. However, leadership must develop a clear strategy concerning…
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Check out our latest blog on REACHING DONORS WHO WANT TO MAKE AN IMPACT

There are various perceived motives that form the basis of charitable intent. Three prominent economic models that explore altruism include 1) the public goods model, 2) the warm-glow model and 3) impact philanthropy. Many of our strategies focus on…
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The Hallmark of a Great Gift Planner

A great gift planner will: Honor Donor Confidences.  Making a gift out of estate assets may touch sensitive concerns regarding personal wealth and family expectations for some donors.  A great gift planner recognizes this and is sensitive to a donor’s…
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Who is a Disqualified Person in a Nonprofit Organization?

  It is vitally important for leaders managing nonprofit organizations to understand who may be a “disqualified person” within the nonprofit organization to avoid engaging in transactions that may jeopardize the organization’s tax-exempt status. A…
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A Stronger Impact - Our New Video

Midsized and small nonprofits need sustainable funding to make a stronger impact, which can be achieved through well developed major gift strategies and proper grant compliance/management. Our latest video emphasizes the following key points regarding…
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