Here’s how we work with nonprofit organizations and professionals to help maximize fabulous philanthropy.

Gift Planning Strategy

One way to ensure the long-term success of your organization is to build a plan for legacy giving among your supporters. Whether you are just starting to explore planned giving opportunities or have a plan which needs refining, we work with you to develop strategy and actionable items for staff and volunteer implementation.

Director 1:1 Coaching

Are you an Executive Director or Development Director in need of a colleague to discuss strategies and ideas with to maximize your success? Whether you are a professional in a small nonprofits who may be the sole fundraiser, or a gift officer in a big shop looking for outside perspective, coaching sessions are available to achieve your goals.

Gift Acceptance Policies

Donations can come in a variety of formats … does your organization accept non-cash assets (such as art or vehicles)? What do you do when offered a gift of real estate? Or bitcoin? A Gift Acceptance Policy is critical in providing a framework for what your organization will accept, as well as how gift offers will be reviewed and accepted (or declined). Whether you need a policy created or have a policy which needs updating, we can help.


Whether for a professional association monthly educational session, a conference, or an internal staff or board training, we can provide content that educates and inspires. Topics include: gift planning, relationship building, social media, story telling, and volunteer management. A list of previous presentations is available.

Let’s create something together.