The Art of Charitable giving

You have to expect things of yourself before you can do them.”

Michael Jordan


Impact Plan

Management & Leadership

Management responsibilities coordinate productive and required activity to accomplish stated goals and objectives while being accountable for efficient use of budgeted resources. Leadership is delivered via planning, directing, and controlling the organization and its members to accomplish the mission and vision.

  • Non-Profit Structure: Public Charity or Pass-Through Entity

  • Federal & State Reporting Requirements

  • Board & Committee Governance

  • Legal & Accounting Expertise

  • Policy & Procedures

  • Asset Protection

Strategic Development & Implementation

Utilizing processes of formulation, implementation, and oversight, each area of Strategic Development will determine necessary actions for streamline logistics, and goal achievement.

  • Marketing & Social Media Platform Management

  • Fund Development & Planned Giving Strategies

  • Public Relations, Advertising & Special Events

  • Administrative & Organizational Structure

  • Signature Event Development

  • Donation Policy & Strategy

  • Volunteer Management

  • Corporate Partnerships 

Program Delivery & Measurable Impact

Instituting program structure, process, and procedure enhances the allocation of resources; allowing our programs to serve your organization’s mission with optimal results. Responsibilities include verifying and validating project information, budgets, and timescales. Implementation with continuous performance assessment ensures adherence to standards and alignment with your vision.

  • Mission & Vision

  • Program Structure & Implementation

  • Community Partnerships

  • Measurable Results

Funding Strategies

Enable the organization to ensure that there is a clear plan for delivering the service in the future and a shared understanding of how this will be achieved. Demonstrate to potential funders that the organization has carefully thought through the process of securing ongoing funding for the work it hopes to deliver in the long term.

  • Tax Deductible Vehicles

  • State of the Art Products

  • Estate and Trust Strategies

  • “Wealth Replacement” Plans


“A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.”

Wayne Gretsky