If you fit any of the following situations, we encourage you to contact us and inquire further about our services.

You plan to make one or more major gifts and have not decided on the recipient.
You have sold a business or received a sizable inheritance and plan to give at a higher level than previously.
You have some unanswered questions that inhibit your full support of an organization with which you are currently involved.
You are concerned about your liability as a director of a nonprofit board.
You usually donate more than $100,000 per year (over and above support of your place of worship).
You have a family foundation.
You want to assist a charity in non-monetary ways, but don’t really have the time.
You are concerned about how your donations are used and would like the nonprofit to be more accountable.
You desire more regular, factual, and comprehensive reporting from the charities you support.
You feel you need to focus your giving more in the areas of your passions.
You are curious how one organization stacks up versus another.
You want to organize your giving and get it much more structured. You want to know what’s in and what’s out.

Feel free to contact us or email us. We will be happy to explore how we may assist you.