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Nonprofit due diligence requires more than a rating and a gut feeling. 

Independent impact evaluation that gives your clients confidence before they write a check. 

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.

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Our Specializations

Nonprofit

Due Diligence

Giving Portfolio Strategy

Ongoing Advisory Partnership

Who We’ve Worked With

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