Our background in serving institutions enables us to create sound, strategic and systematic financial solutions that will help your organization remain on track with its overall mission and vision for the future.
By combining our insight and knowledge with industry best practices, we deliver actionable next steps for your organization to achieve its objectives, as well as retain and attract donors.
Our services extend to both sides of the institution:
Manage endowments, charitable trusts and charitable gift annuities.
Additionally, we also offer:
Staff and donor support
Planned gift proposals
Gift annuity licensing
Gift administration to charities and their donors