We Help Donors Maximize Value from Taxpayers’ Money


Our values express our dedication to exceptionally serving our customers. As a professional firm dedicated to helping donors realize value for their money, we will:

  • Put our customers’ interests ahead of our own.
  • Observe the highest standard of truthfulness, integrity, and trustworthiness.
  • Maintain in confidence all private and proprietary information, as well as any sensitive opinions expressed within our customers’ organizations.
  • Take an independent position even if it differs from our customers. We will offer truth as we see it, even though this may hurt our income and endanger our customer relationships.
  • Only undertake services in which our firm is competent and can provide full value to our customers.