Has your charity ever refused a donation of a non-cash or illiquid asset because you didn’t have the expertise, time, knowledge, or staff to devote to the project? We can help. Read more >.
Our comprehensive package of gift annuity risk management services, modeling tools, and proprietary business process is designed for pools of $10 million or more. Read more >
We consult with multiple insurance companies on the design and marketing of reinsurance and can serve as an expert witness on reinsurance litigation. Read more >
We provide qualified appraisals for gifts of all types of life insurance and commercial annuities, insurance policy and company due diligence analysis for charitable donees, and more! Read more >
Need comprehensive outsourced employee assistance fund administration and compliance assistance? We can help! Read more >
President Bryan Clontz loves what he does, and loves to talk about it! He’s been a valued and trusted industry speaker for more than 20 years. Read more >
We can offer a tailor-made package to suit your company’s exact needs. Let’s get started.