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:
- Donor Advised Fund Management – helping financial services and charitable organizations manage their donor-advised funds operations
- Gift Management Services – providing integrated solutions for gift management administration, monitoring and reporting, and other development assistance
- Strategy Consulting, Evaluation, and Coalition Building – bringing diverse knowledge and skills to help nonprofits scale impact
- Foundation Management – covering governance, programs, monitoring and evaluation, and administrative and compliance activities
- State Regulatory Compliance – navigating multistate requirements necessary for fundraising
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.