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Our Services

Institutional Consulting Services

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:


Help donors with gift planning related to estate planning and asset-based contributions.


Manage endowments, charitable trusts and charitable gift annuities.

Additionally, we also offer:

Board education


Staff and donor support

Planned gift proposals

Gift annuity licensing

Gift administration to charities and their donors

Contact Us Today