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Friends and Colleagues

Over the years, we’ve built out a web of savvy friends and colleagues. This network expands our knowledge, experience, and capabilities. In the course of our conversations with you, we may suggest that we mobilize some of these resources to help solve a business challenge in a smart and effective manner.

David Hadden is Of Counsel to the law firm Robinson & Cole LLP where he served as Chair of the firm’s multidisciplinary Tax-Exempt Organizations Practice for many years until his retirement in 2013. Having served on many nonprofit boards throughout his career, he is presently Vice Chair of the Board of Oak Hill, Connecticut’s largest private provider to persons with disabilities, and a longstanding member of the Board of The Melville Charitable Trust, the largest foundation in the United States devoted exclusively to ending homelessness.

Ned Miller is an independent consultant who provides coaching to bank sales leaders and their teams. He has been a team leader at Citibank and at the Philadelphia National Bank and spent 10 years as a director at the Risk Management Association, a banking industry trade group. Ned is a frequent speaker at banking conferences and has published numerous articles in banking publications on sales and sales management. He has been the Chairman of Surrey Services for Seniors, a non-profit whose mission is to help older adults live with independence and dignity and remain engaged members of the community. He is also an active volunteer at a food pantry in Chester, PA and has participated in projects sponsored by his church in Guatemala and the greater Philadelphia area.  

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Charitable Solutions, LLC

A firm specializing in non-cash asset receipt and disposition, life insurance appraisals/audits, Bitcoin appraisals, speaking/training, emergency assistance administration, charitable estate settlement, gift annuity risk audits, and reinsurance.


DG Capital Insights (DGCI), a small intimate philanthropic services firm, provides consulting services to families, foundations, corporations, financial services firms, and non-profits looking to enhance their clients and donors philanthropic experience, engagement, and resources.

DGCI has deep experience and knowledge on charitable gift vehicles and administration platforms to assists institutions with product development, fundraising and marketing strategies, and technology and administration vendor selection. DGCI helps educate and build awareness around advanced charitable planning strategies, structures, and ongoing technology and administration needs of donors and their professional advisors.

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National Gift Annuity Foundation

A national charity, registered in every state and designed to facilitate gift annuity offerings for charities of all sizes.

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Planned Giving

They are a planned giving, marketing and communications firm. They get your message to your donors, so you can raise more and larger gifts.

We do this with well-researched strategic planning using educational interactive tools, planned giving marketing materials, direct mail, and electronic lead-generation.

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A small, technology consulting firm that’s focused on helping small businesses and non-profits manage and improve their digital presence.

They provide high-touch service with a commitment to quality at reasonable prices.


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Dechomai Foundation

A national donor advised fund for non-cash charitable donations (e.g., real estate, C and S Corp, limited partnerships, LLCs, collectibles and other weird gifts).


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