DAPA Overview
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To understand the client's needs and desires in order to provide the most competent advice and counsel in development and estate planning to maximize their interests.
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To assist you with new sources of funding and fundraising techniques previously available only to larger non profits.
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To specialize in financial development and estate planning, thereby, creating a complete package of services in order to fully serve the best interests of the clients.
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To teach you how to access technology to fully utilize all the Internet has to offer.
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Continually challenge our associates to life-long learning and educational processes that keep current with legislation, philosophies and practices that will serve our client's best interests.
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To help increase your efficiency by learning how to manage your existing and future donor base.
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Learn how to connect with Volunteers, which are the lifeblood of any non profit organization.
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To diversify our specialty interests and client sources to maximize our full potential in order to more effectively serve our clients.
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To advise you on how to get outside help with a wide range of professional services as well as provide links to critical reporting forms to insure your compliance with the government.
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To become more active in the business (for-profit) sector for diversity and competence, thereby provide a continuum of full services to our clients.
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To secure a competent team of experts in the estate planning and financial development fields in order to effectively deliver the best services/products to serve our clients.
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To provide a full service estate planning and financial development agency that maximizes our client's best interests.
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To help you with accountability through the processes and reporting methodologies that businesses use, which will assure your donors that that their money will be used effectively and efficiently.