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Is your board unenthusiastic about fund raising? WE CAN HELP!

We are dedicated to improving the quality of life in the communities we serve by providing our clients with high quality, customized, ethical counsel. We are committed to encouraging diversity and opposing discrimination in any form in our work with clients and in our advice to them. We pledge to:

1. Fairly represent our qualifications and credentials.
2. Agree with clients in advance on the objectives, scope, approach and time frame for the proposed engagement.
3. Agree with clients in advance on our fees and expenses, and charge fees and expenses that are reasonable, legitimate and commensurate with the services we deliver and the responsibility we accept.
4. Discuss potential conflicts of interest with clients prior to engagement and as they may arise during the course of an assignment.
5. Clarify roles, issues of confidentiality and ethics where there are multi-party engagements.
6. Accept only engagements for which we are qualified by relevant experience and competence.
7. Protect our clients' welfare and interest at all times.
8. Show respect and regard for the sensitivities, ideals and expectations of the organization and people for whom we are working.
9. Be truthful and forthright with clients concerning our observations and recommendations.
10. Keep client financial and other organizational information strictly confidential both during and after the contractual period.
11. Respect the materials and methods developed by clients and other consultants and use this information only with their permission.
12. Exercise objectivity and integrity when reviewing the work of another professional.
13. Conduct ourselves in an ethical and professional manner.

 

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