• We will serve those institutions/organizations that have responsible volunteer boards, serve a meaningful role in their fields and operate within the guidelines of applicable state and national statutes.
• We will undertake to serve those development programs in which we believe our involvement can make a positive difference.
• We will serve clients on a fixed-fee basis, and not on a percentage basis. To do the latter would create the impression that our earnestness and zeal were for financial gain.
• The interest of the client will always come before our own.
• Our publicity will make no false or misleading claims as to our ability to achieve success for our clients.
• Members of the firm will at all times conduct themselves in a thoroughly professional manner.
• Members of the firm will give themselves wholeheartedly to the development program of the institution/organization they are serving.
• We will help our clients conduct development programs of such quality that there will be two results:

• The constituency of the institution will become more thoroughly familiar with its character, ideals and objectives.
• Such goodwill for the institution will be built that the result will be continuing, generous support in future years.