Our vision
is that philanthropy will increase and nonprofits will succeed in meeting their missions.
This future state will come to pass as we are able to accomplish
our mission
of helping clients to achieve strategic and meaningful giving.
Integrity
We are candid yet caring and always honest and ethical.
Client-Focused
We prioritize our clients above all else.
Excellence
We take pride in the thoroughness of our work which incorporates the latest thinking and meets the highest standards.
Collaborative
We work with our clients to find the best, jointly developed strategic giving plan, customized to each client.
Professional
We meet our commitments and conduct ourselves appropriately.
By capitalizing on the current philanthropic spirit in society, we create opportunities for businesses, individuals and funders to discover their philanthropic passions, identify their strategic giving investments, and develop new initiatives.
This can occur through individual or group consultation, including training and workshops.
Ultimately we hope to increase the quantity and quality of giving to the community by fostering strategic and satisfying philanthropic connections.



My father used to say, 'You can spend a lot of time making money. The tough time comes when you have to give it away properly.' How to give something back, that's the tough part in life.
