Our Services

 Our Charitable Giving  Program Consulting services include:

• Assessment, start-up and/or improvement of existing plan
• Charitable Giving training for board members and development officers
• Writing gift acceptance policies
• Consultative services with donors and advisors
• Professional ongoing maintenance, support, and stewardship

Our Charitable Giving Program Marketing services include:

• A Charitable Giving marketing guide customized to your organization
• Customized planned gift donor recognition programs
• Developing printed materials, illustrations, and proposals customized to your organization.

The best time to begin a charitable giving  program is the present; time, persistence, and stewardship will do the rest!