Solid Fundamentals. We have an in-depth, experiential knowledge of fundraising—its principles and practice—and its application in Annual Funds, Membership Programs, Planned Giving and Capital and Endowment Projects. Our approach to fundraising focuses on building appropriate and lasting relationships. Relationship-based fundraising is essential for both short- and long-term success with individuals, foundations and corporations. We have a proven track record of translating vision and goals into successful fundraising.

Strategic Focus. Building and maintaining a strategic focus results in effective fundraising. We create with you a customized plan that maximizes the resources available for the project. We provide a clear and concise approach to project management that keeps the process moving yet remains attentive to the countless details. With our strength in hard analytical tools, from software to database systems, we guide you in essential tracking of prospects and project components. Our job is to ensure that you maintain a strategic focus on the activities that are central to your success, and we continually monitor our progress in the context of a well-defined strategy.

An Integrated Approach. Every fundraising program or project exists in the context of a larger organization, community and focus area. Our services are built on the premise that strategic fundraising must go hand-in-hand with strategic organization development—and both must be informed by the needs and opportunities that exist locally and beyond. We work with you to build your organization's infrastructure, to analyze and better understand systems and processes already in place, and to plan for the future. A major fundraising project is a process that results in planned change. Applying the principles of planned change through organization development is a service we provide to you.

Added Value. In addition to meeting fundraising goals and helping you lay the groundwork for lasting, positive change, we bring to your organization significant expertise in the areas of communication and marketing. Our ability to produce the highest quality promotional materials, to effectively create one-to-one and mass marketing appeals, and to manage special events, helps us position and publicize your organization's project. This awareness of the crucial role of strategic communication—both internal and external—ensures that the challenges and opportunities of a major project will be professionally managed.

Genuine Commitment. We are committed to serving our community, and those in which we work, by strengthening key organizations and institutions. Our work is an extension of our personal and professional values. As such, we view it as a privilege to support the efforts of our partner clients. We are committed to innovation and to personal and professional growth.