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    • Home
    • About Us
    • Our Services
    • Real Estate Gifts
    • Testimonials
    • Planned Giving Guide
    • Media
    • Contact Us
  • Home
  • About Us
  • Our Services
  • Real Estate Gifts
  • Testimonials
  • Planned Giving Guide
  • Media
  • Contact Us

Charitable Advisors

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Our Services

Contracted individually or as a complete package

 Giving Program Consulting Services Include:

  • Assessment, start-up, and/or improvement of an existing development plan
  • Create plans to Identify, cultivate and steward gifts
  • Charitable giving training for board members and development officers
  • Writing gift acceptance policies
  • Planned giving quick reference guide customized to your organization's branding specifications


Management Consultative Services Include:

  • Interim executive director fulfillment
  • Management practices assessment 
  • Streamlining/creating standard operating procedures
  • Organizational restructuring expertise


Organizational Marketing Services Include:

  • Social media marketing and website services 
  • Creation of a customized marketing plan
  • Printed materials, illustrations, and proposals customized to your organization

Free Initial Consultation

Let's discuss your situation to see how we may help your organization


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