Mission & Positioning Statement

Are We Meant to Be?

We believe a partnership in planned giving is like a relationship — and it takes both sides to make it work. If we are not in synch with each other, our relationship will not succeed.

Please read below to ensure we are a match. As always, if you have any questions or concerns, please contact us to discuss — good relationships are built on good communication, after all.

And that’s the business we’re in.

Who Are We?

We’re a marketing and communications firm. Our mission is to get your message through to your donors, so you can raise more and larger gifts.  We do this with educational and interactive tools, direct mail, and through electronic and traditional lead-generation.

Best of all, we make it simple, so you can do your job well.

Our Favorite Business Quote

“Quality of service is remembered long after the price is forgotten.”

Who We’re Not.

We are not a calculator, software, or tax advisory firm. We believe these should be much further down on your priority list.

We focus on front-end marketing, not back-office tools. Back-office tools help structure complex gifts. We help you bring in all gifts.

For example, only 3.8% of planned gifts require a calculator. So why would you focus there when the return on investment is near zero?

We’re a people business.  What business are you in?

We make our living by keeping planned giving simple. Others make their living by keeping it complicated. The choice is yours.