Helping Great Clients Grow
Planning • Marketing • Resource Development
We do it through smart, focused and actionable research and planning, goal-oriented marketing and communication, and by developing leadership, structure and financial resources for success.
Our Clients Are:
Nonprofit organizations that do amazing work in their communities
Foundations and endowments providing for today and preparing for tomorrow
Commercial enterprises with visions of greatness
We have locations in Palm Beach Gardens, Florida; Shelter Island, New York; and Portland, Maine. In practice we work wherever our clients need us.
What Our Clients Say…
“The Academy of the Palm Beaches (currently Palm Beach Day Academy) needed to expand its facilities due to continuing growth. As a result, we needed a solid strategy for a successful capital campaign, and Charlotte and her team worked with our staff, board members, donors and friends to create a vibrant environment for fundraising. The $4-million capital campaign was a success, allowing us to construct a new elementary school building with classrooms, library and cafeteria and renovate an existing building for our middle school. I would highly recommend their expertise in fundraising in our community.”
Paul N. Leone, President, Palm Beach Day Academy and President and Chief Operating Officer, The Breakers Palm Beach