Our mission is to provide our non-profit clients innovative planned giving services that generate financial support to meet their long-term funding needs. We are committed to protect and enhance our clients’ relationship with their donors, to positively impact our client’s long-term financial resources, and to endear future generations to our clients through integrity, excellence, and innovation.

Your vision is our vision; your goals are our goals!

Based upon the philosophy that planned giving should meet donor’s needs first, we believe the best way to serve a donor is by creating a process that prioritizes family first objectives, followed by their financial concerns, and then their philanthropic objectives. We are neither paid by the amount of money raised, nor by selling financial products, trusts, tax returns, or investments. Simply said, we are about your donors, their needs, and your goodwill. This donor-centric approach enables your donors to wisely maximize assets, meaningfully transfer them to the next generation, and impact the causes they care about deeply.

We strive to serve each client with excellence, integrity, and innovation.

Our desire is to serve those organizations whose mission and objectives are in accordance with the heart and passion of The Advancement Group, Inc.

Our professional development team is dedicated and committed to advancing philanthropy and the not-for-profit community.

We endeavor to maintain the most valuable assets of our clients’ their good name and relationship with their constituents.

We believe in a donor -centric fundraising model that addresses the personal and financial objectives of the donor prior to discussing their charitable intent.

Our satisfaction is in helping clients integrate a customized planned giving program into their preexisting development activities.

We whole heartedly endorse and adhere to the Association of Fundraising Professionals’ Donor Bill of Rights and Model Standards of Practice for the Charitable Gift Planner.

We are a fee for service, for-profit organization. Our professional ethics does not allow working on commissions or percentages of funds raised. All retainers and/or fees will be pre-arranged prior to services being rendered.