Donor Concierge Services
Research and Stewardship Reports
Do you have questions about how to evaluate the impact of your gifts?
Let us research charities you support and those you are considering. We provide background on mission, financial health, and related activity in the region.
We secure customized stewardship reports from charities showing the impact of your gifts and strategic opportunities ahead for the organization.
We design and deliver customized reports to the level you require. Contact us for a bid.
Are you interested in learning more about how to make a difference with your giving?
We host periodic workshops over lunch and happy hour with leaders in the field regarding issues you face when evaluating your giving.
Our 90-minute sessions are highly informative and feature good food and beverages in comfortable, social settings that are easy to find and fun to explore.
Join us to network with others like you. Register for our events calendar.
Events with Meaning™
Do you want to engage your children and grandchildren in helping others?
Our events are designed with your high school-aged children, your preschool-aged grandchildren, and YOU in mind to deepen your family relationships.
Our fun, social events include volunteering experiences, tasty treats, and tips to take home to continue building empathy and understanding the value of helping others.
Register to receive updates on our events.