Financial Advisory

• Fund-Raising and Planned Giving Strategies and Tactics.  We have partnered with, and consulted for, some of the largest and most successful foundations and not-for-profit organizations, in planned giving and major gifts marketing and education.  And we have discovered a fundamental truth:  the rich are different.  Wealthy donors have a consistent pattern and methodology to their planned giving; and the wealthiest foundations have learned to customize their marketing to meet the needs of the donor.  We have presentations and tax strategies for planned gifts of real estate, closely-held businesses, and other taxable appreciated assets.
• Contract Chief Financial Officer.  We have acted, on occasion and under a specified time-frame, as the contract CFO for organizations in transition or to assist in a management or enterprise turnaround.  As a contracted third-party, we are often able to institute organizational changes that would be difficult or impossible to accomplish as an employee or board member.
• Research and Investment Analysis.  We have advised some of the nation's largest mutual funds on the restructuring alternatives for over-leveraged or under-performing fund investments.  Much of our recent work has involved identifying sources of federal stimulus funds, to enhance the balance sheet or provide the capital needs for a deteriorating credit, or to redeem the outstanding bond financing entirely with low cost Recovery Act funding.