our approach

When we take on an assignment, we become a dedicated partner in the organization’s mission. Whether it is Consulting, Strategic Planning, Market Research, Planned Giving, or Board Retreats. For every program, and every project— we reinvent the wheel all over again.


We have established new concepts and paths that are now standard in philanthropy – from Moves Management™ to the utilization of personalized styles of asking for major gifts.

High Energy

We bring matchless determination and vigor to our programs, injecting energy into every engagement. This is felt at all levels of the organization and community.

Incubator of New Ideas

Our strategies are creatively conceived to enable effective, immediate implementation tailored to the specific needs of the client, the mission and the constituency. We not only step out of the box, we sometimes create new ones.

We Keep Our Promises

In proposing a program, we commit a great deal of time and energy to the assignment, and we keep our promises.  We do what we say we will do – you can count on it.


Our firm is known for practicing our art with style and grace. We are equally at home working with your staff, volunteers, board and major donors.

We Understand Philanthropy

We have extensive experience in the strategy and tactics that make for a successful development campaign. This has led to over $11 billion in funds raised to date. At the core of our success is an understanding of each individual donor.

let us help you!

We are popular presenters at conferences and workshops. Find out how we can help you.

Their expertise in writing case statements, conducting feasibility studies, analyzing results of the studies and follow up consulting is second to none.

Dr. Ronald G. Area
CEO, The Marshall University Foundation, Inc

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