The gap most advisory teams have
You excel at financial planning, tax optimization, and gift structuring. But when a client is ready to write a six-figure check and asks "is this organization actually doing good work?" — that's not a financial question.
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Most advisors point clients to Charity Navigator. But Charity Navigator primarily measures financial transparency, not program effectiveness. It tells you if a nonprofit files its paperwork correctly. It doesn't tell you if the program works.
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The difference between a nonprofit that counts activities and one that delivers measurable change isn't obvious from an annual report or a site visit. It requires evaluation methodology — a specific discipline that most advisory teams don't have, and shouldn't be expected to have.
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That's the gap we fill.





