Fiduciary challenges continue to be top of mind for our clients. We provide ongoing support for reviewing and evaluating spending and expenses as well as helping you manage fiduciary documentation. We also work with you to:

• Create, formalize and execute your investment policy statement
• Review the investment process and maintain appropriate documentation
• Provide communication and educational resources

For any mission-driven organization, fundraising is critical to long-term success. Using our team‘s Gift Capacity Analysis tool, which we've developed to help enhance your fundraising efforts, we can analyze the potential impact of gifts on the donor’s total financial picture, helping him or her make more informed decisions about the size of the donation.