We believe that giving is a good and honorable thing. Not only is giving good because someone is helped—usually through a nonprofit organization—but also it is good for the donor.

We believe that the good of giving can be maximized, and our services are designed to increase the social and spiritual value achieved by philanthropy—for both the donor and the recipient nonprofit organizations.

We serve two constituencies (with appropriate disclosures)—donors and nonprofit organizations.

We serve thoughtful, high-capacity donors with customized    services to help ensure their generosity is as effective as it can be. And, in the process, we provide information, perspective, and judgment that informs and guides our clients' decisions.

We serve nonprofit organizations with products and services to improve its management and program effectiveness. And, in the process, we provide analysis and insight in bound reports written in a business style, investment grade format suitable for giving to a donor or prospective donors.

For our latest news release on our business model change to begin serving nonprofits directly as additional clientele, please click here.