What drives our organization is our desire to serve and make a difference from the work that we do. We believe that when our nonprofits are strong our communities are stronger. Therefore, we work with nonprofits as resource to them, helping organizations expand through customized consulting strategies.
Expanding Your Capacity & Reach
2000
Year Established100
Hundreds of Clients Served20
Years of Legal ExperienceOur Values
Our Philosophy
Our goal is to open the door of planned giving to all nonprofits so that all organizations regardless of size can pursue major and planned gifts. We achieve this by providing an array of technical, legal and consulting services to improve the efficiency, compliance and effectiveness of organizations in the area of major and planned giving & grant management.
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Our Mission
Our mission is to deliver excellent technical, legal and consulting support to nonprofit organizations so that every nonprofit achieves its mission objectives.
Developing a Broad Donor Base
Developing a broad donor base from individual donors is essential to long-term success. Individual donors continue to be the largest source of contributions to nonprofits. Nonprofits who offer planned gift arrangements are best prepared to satisfy the needs of various types of donors. As such, we provide tailored strategies to help our clients develop their individual donor base utilizing our four-step process called MATE.™
Obtaining Strategic Counsel
Persons responsible for raising funds can find themselves experiencing fatigue and burnout because of the many roles and responsibilities they confront on a daily basis. Our consulting division was created to serve as a strategic resource during your organization’s pursuit of major and planned gifts. We provide behind the scenes assistance such as gift proposal writing, gift calculations, legal compliance reviews, and more.
What is Sustainable Funding?
Sustainable funding generally is stable and does not significantly fluctuate from one fiscal year to the next. Contrast this to variable funding where the amount from donors is uncertain until received and varies sometimes significantly.
Receiving Sustainable Funding
Sustainable funding is a direct result of the planning efforts of the nonprofit organization, its donors and advisors. When properly structured, planned gifts provide financial benefits for the donor and sustainability for the nonprofit.
Can We Achieve Sustainability?
All nonprofits, regardless of their budget size, can achieve sustainable funding to grow their organization and make a stronger impact. However, achieving sustainability is not a one time effort, it requires a long-term commitment.
How We Help Our Clients
We work to help clients overcome barriers to funding by providing needed technical skills, resources and educational training. We work with clients year-round, providing tailored solutions to help improve funding programs. We work with nonprofits of all budget sizes.
Technical, Legal & Consulting Services
Major Gifts
Modeling & Analytics
Predictive analytics, database customization, development of KPIs, gift proposal calculations, gift illustrations and reports
Seminars & Education
Education and seminars aligned within our four-step process
Strategy & Implementation
Strategy development combining analytics, research and cultivation data. Implementation and evaluation based upon established goals
Audit & Analysis
Review and updating policies and practices to meet predetermined objectives
Donor Cultivation Strategies
Cultivation strategies based upon analytics and donor research
Engagement Strategies
Continuous cycle of engagement using database management, dashboards and KPIs
Planned Giving
Legal & Tax Assistance
Legal and tax advice to the organization on planned gifts and gift acceptance practices
Custom Gift Illustrations
Customized gift illustrations to assist the organization with its discussion of a planned gift
Gift Agreement Drafting
Assistance with drafting gift agreements and proposals based upon established gift acceptance policies
Legacy Gift Assistance
Assistance with the development of legacy programs and legacy circles
Donor Proposal Meetings
Guidance and advisement to the nonprofit organization during its discussion of a planned gift arrangement
Gift Policy Development
Development of policies and best practices for the organization
Training & Development
Board Coaching
Coaching board members on major and planned gift development
Staff & Volunteer Training
Training staff and volunteers on major and planned gift development
Other Services
Nonprofit Start-Up
Assistance with obtaining tax-exempt status of a nonprofit organization including preparing required IRS tax-exempt application and schedules
Grant Compliance
Assist clients with remaining in compliance with grant terms and conditions
Strategic Partnerships
Provide legal assistance with strategic partnership arrangements to enable collaborations without jeopardizing tax-exempt status
Who We Are
We are the firm nonprofits look to when they need legal, technical and strategic guidance to develop or improve their funding programs.
HELPING YOU MAKE A STRONGER IMPACT
Connect with Us
WHO IS YOUR MATE?™
One true challenge in building a gift program is organization and implementation of the process. This is why you need a MATE.™ Your MATE™ is our proprietary 4-step process that will help you advance your gift program to the next level the right way. We interweave analytics, relationship building, engagement practices, together with educational training to form the perfect MATE.™ Over time your organization will become intimately familiar with your MATE™ as you expand upon its requisite performance measures. Every nonprofit should have a MATE™ and that is why we are offering you ours.
Getting Started
If you would like your organization to work with us, but still have questions, we encourage you to take a few minutes to complete our prospective inquiry form. The inquiry form allows you to request a brochure regarding our services and fees, request a call-back, or request an initial consultation. In addition, members of select organizations are eligible to receive a 60-minute complimentary consultation. We look forward to connecting with you.
Our Recent Articles.
We work with nonprofits as a resource to them, helping organizations expand through customized consulting strategies.
Helping Your Donors During A Life Transition
Sometimes potential donors may want to be engaged and... read more →
March 23, 2016
Maximizing Use of Technology in Major Gift Fundraising
The need to develop deeper personal connections with donors and potential donors is vital to any long-term giving strategy. When... read more →
December 23, 2015
How to Brand Your Nonprofit to Receive Major Gifts
With over 1.5 million nonprofits in the US and growing, one can say that without a strong, well-executed relationship strategy, the opportunity for your... read more →
November 13, 2015
What Your Financial Statements Tell Major Gift Donors?
We spent our last two articles focusing on Form 990 requirements. Now we turn our attention to Form 990 and... read more →
August 29, 2015
Let’s Talk About Form 990 Part 2 – Filing Requirements
In recent years, thousands of tax-exempt organizations have lost exemption status for failure to file a Form 990 for three... read more →
July 4, 2015
Let’s Talk About IRS Form 990
Do you feel overwhelmed by IRS Form 990? We want to provide helpful information for newly formed nonprofit organizations that are... read more →
May 23, 2015
ENCOURAGING DONORS TO MAKE ENDOWMENT GIFTS
Despite today’s technologically inclined society, many clients of our estate planning practice do not use e-mail or even a computer.... read more →
March 17, 2015
Who is a Disqualified Person in a Nonprofit Organization?
It is vitally important for leaders managing nonprofit organizations to understand who may be a “disqualified person” within the... read more →
February 18, 2015
Starting a Planned Giving Program? Avoid These Common Mistakes
1. Poor Donor Cultivation Planned Giving provides a unique opportunity for the organization to build a foundation of support from... read more →
February 7, 2015
The Hallmark of a Great Gift Planner
A great gift planner will: Honor Donor Confidences. Making a gift out of estate assets may touch sensitive concerns regarding personal... read more →
October 30, 2014
REACHING DONORS WHO WANT TO MAKE AN IMPACT
There are various perceived motives that form the basis of charitable intent. Three prominent economic models that explore altruism include... read more →
October 13, 2014
Fundraising Prospect Research Using Analytics
Nonprofit managers and fundraising professionals acknowledge that effective fundraising has become more complex requiring more time and resources to cultivate... read more →
October 4, 2014
Planned Giving – Retirement Assets
Retirement savings accounted for 34 percent of household assets in the United States in the first quarter of 2014 according... read more →
September 21, 2014
The False Claims Act after ACA
Healthcare providers are confronted with a heighted regulatory landscape since the enactment of the Affordable Care Act. Congress has been... read more →
April 21, 2014
What is Unrelated Business Income?
A 501(c)(3) organization can lose its tax exempt status if earns excessive income from a regularly carried on trade or... read more →
March 17, 2014
Individuals Are the Largest Source
of Giving in the United States
Why Develop A Broad Donor Base?
Individuals72%
Foundations15%
Bequests8%
Corporations5%
Contributions by Source in 2014 – Giving USA 2015 Report
KNOWLEDGE, EXPERIENCE
AND FRESH IDEAS.
AND FRESH IDEAS.
Ready to Talk to Us About Your Goals?
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