About Us

We don't parachute into an organization, save the day, and head for the exit. Our approach involves complete follow-through. Frequent contact. A commitment to guide and mentor every step of the way until you’re completely pleased with the outcome.

We are a boutique organization – we believe in serving a few clients well. A senior member of our staff is always available to you. True success comes from experience.

Our years have taught us the importance of process – a series of proven methods that allow maximum return on both time and dollars invested. Piece by piece, challenge by challenge, we adhere to a disciplined methodology that assures the future viability of your charitable organization.

Most importantly, we help bring business acumen to your mission. Your plans to help others can only succeed if your organization is functioning well. Strategic planning, board training, mission focus – these are all parts of successful organizations, non-profit or otherwise. We help organizations achieve excellence in these areas.

We understand that funding your mission is absolutely essential, so we work with you to identify high-net worth individuals, conduct research to determine the most compelling "ask," and successfully deliver an appropriate commitment.

At the same time, we are passionate about what you do. A quick survey of our clients will show that we become passionate about your mission – it's what drives us to success. And our passion has translated into great success for our clients. We become part of your community, we engage thoughtfully with your staff, we serve as advisors to your board.

Your mission. Our Passion.