Client Served


CSU Dominguez Hills
CSU Fullerton
CSU San Marcos
Claremont School of Theology
Coastline Community College
College of the Canyons Foundation
East Los Angeles College
Mt. San Jacinto College Foundation.
Pitzer College
Saddleback College Foundation
Ventura College Foundation
Whittier College
Whittier Historical Society & Museum


Audubon Society of Santa Barbara
Council on Aging, Orange County
Easter Seals of Southern California
ElderHomes-Richmond, VA
Little Tokyo Service Center
Poway Senior Center
Retirement Housing Foundation
Harbor Interfaith Services
LIONS Eye Foundation of Southern California
Little Tokyo Service Center
Los Angeles Regional FoodBank
Los Angeles Mission
Neighborhood Housing Services of Orange County
Orange County Fire Authority
Pomona-Inland Valley Council of Churches
Recording for the Blind & Dyslexic-Los Angeles
The Community Foundation
Salvation Army-Western Territory
Seal Beach Animal Shelter
Shelter for the Homeless
World Relief


Alzheimer’s Association California Southland
Alzheimer’s Association of Orange County
Barlow Respiratory Hospital Foundation
Foothill Presbyterian Hospital Foundation
Gateways Hospital
Henry Mayo Newhall Memorial Hospital Foundation
Hospice of the Valleys
Kaweah Delta Healthcare District Foundation
Providence Speech & Hearing Center
Riverside Community Health Foundation
Tehachapi Hospital Foundation
Tri City Hospital Foundation
TrinityCare Hospice Foundation
Visiting Nurse Association of the Inland Counties
White Memorial Medical Center Charitable Foundation

Youth & Family

Boys and Girls Clubs of Fullerton
Boys and Girls Clubs of Santa Ana
ChildNet Youth and Family Services
Dubnoff Center
Florence Crittenton Center
The Jefferey Foundation
Los Angeles Area Council BSA
Los Angeles Maritime Institute
Sin Barreras Foundation


The Henry Mancini Institute
Los Angeles Music Center
Pacific Crest Performing Arts Association
Santa Barbara Symphony


Synod of Southern California
& Hawaii Presbyterian Church (USA)
Mary and Joseph League
Catholic Charities Los Angeles
Sinai Temple

Client Services


Planned Giving Program Development

Start-Up Planned Giving Programs
Develop and Implement Marketing Plans
Provide Technical Support
Promotional Materials


Board & Staff Development

Training Workshops
Staff Recruitment


Program Assesments

Planned Giving Program Audits
Comprehensive Fundraising Plans
Feasibility Studies



Preparation and Presentations
Prepare Gift Models and Proposals
Train Volunteers
Assist with Cultivation
Assist with Solicitation