Planned giving is a people business. If you love people, you will raise more money than you have ever imagined.™


his philosophy is so deeply ingrained within our firm that it permeates our products, services, and attitudes, and makes all of our offerings people-centric. Naturally.

It is this core belief system that separates us from others. You build relationships that lead to gifts. We are relationship builders who support your work.

While you are seeing your prospects, we can find and deepen your relationships. We know marketing, planned giving and donor relations. And our products and services have a human element that no one can match.

Again, planned giving is a people business, not a legal business. You do not need a J.D. or Ph.D. to succeed. You just need a “people degree.” And we’ve got that in spades: We’ve worked with 3000 nonprofits over the last 14 years, successfully inspiring the connections that lead people to commit planned gifts to the causes they care about.

We have the expertise and experience to help you succeed. But we also have a secret ingredient: the art of human relationships.

If you like our philosophy, then we’re a good fit to work with each other. And if you really want to get to know us better, read a little history, or better yet, give us a call.

We are The name says it all.