Planned Giving Support ServicesNon-Profit Management ServicesEmployee & Executive Benefits



At SFI, we understand the vital role the non-profit sector plays within our society and its essential contribution to the health and well being of our communities. Our goal is to help expand the scope and effectiveness of the non-profit community as human change institutions. The opportunity before us is unprecedented. We are at the dawn of the largest generational transfer of wealth combined with an influential portion of the population reaching a point in their life where they seek an outlet for greater meaning and fulfillment.

The challenge is to organize your institution so that you are positioned to benefit from this opportunity. At SFI, we believe this is best achieved through a holistic approach to institutional advancement. Your organization is reflective of and distinguished by your mission and vision, your people, your volunteers and your donor constituencies. It is vital to develop a shared understanding within these groups and align their interests and motivations.

Enhancing Philanthropic Advancement Supporting the Internal Infrastructure Advocating Charity Begins Within