Preserving and protecting charitable priorities through innovative gift administration. Keeping charitable organizations in the gift acquisition business and out of liability management obligations.

We start by analyzing  your current programs and evaluate how they are meeting your goals. We then make strategic recommendations to decrease liabilities and increase gift values. Meshing the finance office priorities with the development office goals is a recipe for success.

A term that is prohibited in our offices is, "It's always been done that way". Our unique partnership with Charitable Gift America enables us to offer you a modern day strategy for gift administration. Visit our partner's website by clicking the button below to find out how we can remove the liability of your charitable gift annuity program from your balance sheet. You can count on unbiased recommendations and impartial guidance.