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Professional Outsourced Philanthropic Solutions

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We provide clients with comprehensive services that span from developing big picture ideas into actionable plans, helping execute on those plans, streamlining operations and managing administrative necessities. Nonprofits, philanthropists and other advisors rely on our team of experienced professionals for the right balance of strategic thinking and technical know-how in the following areas:

Dedicated Support and Resources

Our dedicated professionals can answer your questions via phone during business hours from coast to coast. We also provide a secure online portal that allows our clients to access reports, deadlines and other information all in one location.