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Parker Solar Probe Launch, 12 August 2018, Photo Courtesy of Olga Panasenco and Advanced Heliophysics

Our Team

An experienced professional with over 45 years of Exempt Organization and Donor intelligence working with you to turn your vision and passion into reality.

A network of contacts and associations that adds breadth and depth to our in-house expertise and assures that you always have the right professional for your unique needs.


Numbers-people and people-people working for the change we hope to see!

To Contact Steven Roy Management
Steven J Roy MS, MST, EA, MRP
Telephone:   1 [818] 489-4228
Fax:                1 [818] 450-0426
Our Services

This month we feature an integrated suite of services to provide synergy between Exempt Organizations and their Donors.

    Exempt Organizations

  • Compliance and Representation

  • Governance

  • Formation and Winding Up

  • Finance

  • Management and Operations


  • Donation Strategy and Planning,

  • Strategy Execution and Management

  • Donative Vehicles

  • Charity Vetting

  • Integration of Charitable Aims and Wealth Planning/Management

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