Client Views

We are a national public charitable foundation. We help financial advisors and their clients who are interested in establishing a some type of a family foundation for tax reasons or charitable purposes or a combination of both but are frustrated about what's out there in terms of options, such as a private foundation.

We help clients set up a very simple donor advice fund that keeps them very actively involved and allows them to participate in family philanthropy very easily.

We started the company in 1992 and began working with Sales Concepts in the mid 1990's after we realized we weren't being at all successful marketing the way we were doing it. My son John had attended Sales Concepts program and asked me to meet with Al Strauss. When I did it became very apparent that I was not going anywhere with our marketing strategies.

We had been going after large elephants or financial institutions and he helped us change our focus to individual financial advisors but we had no idea how to do that and sales concepts program helped us to develop our sales and marketing techniques. Everything they offer was perfectly aligned and ready for us to use and take advantage of. And we desperately needed it.

I'd have to say that we would not have a viable business - we wouldn't be in existence today, if it wasn't for sales concepts. As a result of their work with us we have brought in $100 million in contributions and just about all of that has come in since our work with Sales Concepts.

The concept of finding pain and listening well to the financial advisor instead of doing 95% of the talking has been critical. The donor and the financial advisor in effect, are both our clients and their pain is different.

Since starting with Sales Concepts we have sustained an annual growth rate of 150% for 5 years running. We went from no sales to a thriving business.

Al Strauss has joined our board of directors. That's how important his strategic direction has been across the board. Everything we do we work with the concepts available from Sales Concepts.