Our partner affiliations provide us the additional resources to expand both our services and our geography. We
are developing other key markets to support our national clients.
We are currently focused on Los Angeles, San
Diego, the Bay Area, Phoenix, Las Vegas, San Antonio and Chicago.
Innovations
New technology in the areas of training allow more people to be
plugged into the resources they need. We are introducing new technology that
is client friendly and stimulates interest in tax-exempt giving. Through an
electronic lock box, professionals can assist donors and clients by viewing and
discussing their situation including all documents, proposals or financials,
while in their own office. Can you imagine the travel time and expense
reductions?
