Philanthropic Advisory Services
Inquire About Our Services
Bolster your board’s resources and development efforts
We are committed to serving as your most trusted partner in supporting your organization’s success and financial viability through our charitable advisory services. Our offerings include an intense focus on sound nonprofit governance, financial management for your organization’s investments, strategies for tax-efficient solutions for your donors, and more. Through our nonprofit research and insights, we can help your organization identify opportunities for long-term resource development. Our expertise prepares us to meet your unique needs as the leader of a nonprofit organization.
What We Can Deliver
- Strategies for improving donor relationships.
- The latest research on donor trends.
- Advice on gift acceptance and spending policies.
APPLY THE MOST EFFECTIVE STRATEGIES TO HELP ATTRACT AND RETAIN DONORS
With decades of experience working with nonprofit organization boards and donors, we offer board education and governance services to help you identify long-term development, marketing and strategic planning opportunities for improved donor relations and fundraising initiatives. We can furnish the education your board needs to apply the most effective strategies and approach to help your organization fulfill its mission.
- Board education and governance. We can work with your board to develop best practices and procedures to help guide sound organizational management.
- Clear direction for managing your organization’s investments. We will assist with developing policies that support your organization’s goals and are appropriate for endowments and capital campaigns.
- Strategies to meet fundraising goals. We provide practical advice in trends and donor profiles.
- Solutions for board and generational succession challenges. We can assist with developing a policy that outlines the process to fill open board positions.