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Take the Lead

Viken Mikaelian

Planned giving is an art. It's the art of connecting people to solutions. This philosophy guides our work at

Planned gifts only happen when human relationships succeed. A significant legacy doesn't start with a fresh legal interpretation, or an attractive interest rate. It begins with the heart — the relationship between the donor and your nonprofit, its mission and the people it serves.

In short, planned giving is a people business. If you love people, you will raise more money than you have ever imagined.

This philosophy is so deeply ingrained within our firm that it permeates into our products, services, and attitudes, and makes all of our offerings people-centric. Naturally.

It is this core belief system that separates us from others who try to do the same thing without the understanding that makes us unique.

Sure, you need to have experience in marketing, the planned giving world and in fundraising in general to get your donors' attention. We have that. But our products and services have a human element that no one can match.

Again, planned giving is a people business. You do not need a J.D. or Ph.D. to succeed. You just need a "people degree." And we've got that in spades: We've worked with 1200 nonprofits over the last 14 years, successfully inspiring the connections that lead people to commit planned gifts to the causes they care about.

We have the expertise and experience to help you succeed. But we also have a secret ingredient: the art of human relationships.

If you like our philosophy, then we're a good fit to work with each other. And if you really want to get to know us better, read a little history.

We are The name says it all.