We don't believe there is only one "right" way to seek and manage planned gifts - we tailor planned giving programs to each charitable organization just as we tailor charitable gift plans for individuals, families, and businesses.

We have assisted charitable organizations with a wide range of budgets, staffing, geographic scope, and charitable focus.

We don't just talk theory about planned giving - we know the realities of starting and managing planned giving programs because we have administered long-term planned giving programs generating hundreds of millions in planned gifts as staff members.

We don't sell gift techniques or products - we help philanthropists choose and fund the best gift plan for themselves and their families.

We believe potential donors should understand both the advantages and disadvantages of planned gift methods.

We have worked with thousands of individuals and their advisors during our 30+ years of combined experience as charitable gift planners.

We talk to professional advisors in their own language and are respected as having answers to basic and complex charitable giving questions.

We know how to translate planned giving technicalities to simple concepts for volunteers, staff, and donors.

We are dynamic public speakers who motivate audiences to be part of philanthropy.

We are compensated only on a "fee for services" basis.