Development of gifts involves your development staff, its Board, and its volunteers.
Management of Assets involves your investment advisors, banks and organization’s financial staff.
ADMINISTRATION OF PLANS involves your development, finanical and accounting staffs, attorneys, actuaries, accountants, consultants and data-processing resources. This often poses the biggest problem because of the diversity of skills required!
Our objective is to solve this problem for you!
With the combination of an information system designed especially for our company and the knowledge of the founders and staff, we are uniquely qualified in all aspects of planned giving administration.