Since launching in 2024, we have been able to assist clients with a variety of needs:
* Strategic planning for operations and fundraising
* Creation of annual operating budgets
* Facilitating the sale and lease back of an organization's facility to generate needed capital for repairs and updates
* Renegotiating partnership agreements
* Assisting in recruiting, hiring and onboarding executives
* Authoring fundraising plans
* Mentoring key leaders
* Board training and reorganization
* Extensive experience in executive leadership of operations and fundraising
* Assisting other non-profits in their fundraising campaigns and efforts
* Leading a regional fundraising team that raised some $250 million
* Integrating operating plans with fundraising goals, plans and initiatives
* Using the new and innovative concepts and approaches from our founder's past 3-part series of white papers on trends in philanthropy
President and Founder Gary Cates continues to be a voice for advancing philanthropy and its impact. He continues to speak at events such as planned giving and philanthropy seminars, Association of Fundraising Professionals meetings, and local civic clubs. He also has been a speaker at the American Hospital Association annual conference, Association of Healthcare Philanthropy, the national "Come to the Table" hunger and social determinants of health series, an Chronicle of Philanthropy webinar,
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