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Managing Your Data

Managing your data is a full-time job. Frankly, it’s probably several full-time jobs. No matter which database you have chosen, it is only as good as…

Prospect Management

During my decade-long tenure in Prospect Management perhaps one of the most frequent requests that I hear from Development staff is the cry for “more…

The Call to Transformational Philanthropy

On December 24, 2010 Haiti suffered from a massively destructive earthquake. In the days that followed, newsfeeds across the globe shared heart-wrenching…
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How Nonprofits & Philanthropists Can Adapt During COVID-19

This is a unique time in our history as we are all adapting to a new way of living with COVID-19 in our communities.  Nonprofit organizations are living…

The Value of a Philanthropic Advisor

As an altruistic philanthropist, you look to have the greatest impact possible on the missions you care about most. Giving of yourself is one of the most…
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New York Office:
1 Grove Street
Suite 217
Pittsford, NY 14534
(585) 551-1234

Naples, FL Office:
365 5th Avenue S.
Suite 201
Naples, FL 34102
(239) 330-2591

Fort Myers, FL Office:
9160 Forum Corporate Pkwy
Suite 350
Fort Myers, FL 33905
(239) 789-4706