Referral Network

Through our vast network, we are able to make referrals to trusted partners who are able to save our clients time and money. Our referral network includes resources for prospect research, wealth screening, donor recognition programs, event planning, graphic design, video, planned giving, strategic planning, focus group research, web development, donor software and database systems.

Please contact Michael Rubin at for more information about any of the partners in our Referral Network.