How we help
We help not for profit leaders connect-with and present their investment priorities to major donors, while helping major donors identify opportunities where their gifts can have the biggest social impact.
A division of Simone Group, a Canadian company founded in 2005, we are based in Edmonton, with offices in Calgary, Victoria, Toronto, Niagara, and Nashville.
Call us at 780.851.9988 | 403.796.5172 to get the conversation started.
Build sustainable cash flow by building a social enterprise that works.
Donors engage directly with charities, who close new relationships.
Affordable communication packages build awareness with donors.
Our platform helps charities package their funding requirements.
If you’re planning a major gift it’s only logical that you’d want to make sure that: Your funds are being stewarded responsibly, and Your gift will have a good chance of propelling the beneficiary-organization’s mission forward in a meaningful way. The purpose of this post is to put a framework around #2 – to assess Read more about Will your gift make an impact?[…]
Whether you choose to acknowledge it or not, your not for profit has a brand. It’s branded by every group that it comes in contact with: Your users brand you as (perhaps) a helpful organization filled with friendly people Your funding agencies brand you as (perhaps) a diligent group that sticks to its plan Your Read more about Your Not for Profit has a Brand[…]
Many people find that heading into retirement, that their portfolio is skewed toward (taxable) registered retirement savings instruments (RRSP’s and RIF’s). If you’re planning a major gift, one way to deliver it sooner – and possibly avoid some of this tax hit, is to use funds in your registered retirement instruments for the gifts. Of Read more about Using Retirement Savings to Fund Major Gifts[…]
Smaller not-for-profits can optimize donations by challenging donation prospecting efficiency via a tool called the pipeline velocity calculator. Our colleagues at Simone Group published the tool to put into context the importance of getting staffing right and asking the right questions to make sure consistent forward momentum is achieved. The important challenge-questions to guide growth Read more about What’s Your Donation Velocity?[…]
Because life insurance is central to a sound financial plan, it can play a central role in a philanthropic strategy as well. There’s at least three ways that life insurance can be used to make a major donation to the charity of your choice: The policy can be cashed in and the paid-up proceeds donated. Read more about Life Insurance as a Pillar of Your Gifting Strategy[…]
Legacy giving seems to be on the rise across the country, and with good reason: it gives the donor the opportunity to maximize their cash flow, while providing the flexibility to leave a potentially larger gift than they otherwise would. What is legacy giving? Think of it as a gift that you instruct your estate Read more about Legacy Giving – An Increasingly Popular Idea[…]
You’ve likely been approached by people with titles similar to ‘Major Donations Manager’ or ‘Major Gifts Manager’. As you’ve likely guessed, they are high-level representatives of their respective charities, trained and tasked to develop relationship with people and organizations who have the ability and means to make a major investment in their charity. …but what Read more about What is a Major Donation?[…]
If you’re considering a major donation, you’ll soon be overwhelmed at the options available to you – all worthy. We believe that if you’re going to invest a substantial sum, you’ll want to do so with an organization that’s ‘got it together’. Here’s a not-intended-to-be-comprehensive list of things to look for: Mission, Vision, and Values Read more about 5 Things to Look for in a Charity[…]
Our colleagues at Simone Group just published an excellent e-book, well-worth the read for any leader charged with developing funds: click here to download your copy.