Thoughtful Level


We meet with you to talk about what’s important to you.

  • What type of organization(s) would you like to support?
  • How would you like to receive requests from nonprofits?
  • How would you like to be acknowledged for your giving? (Yes, it’s OK to expect some form of acknowledgment for your donation. How else will your customers know you support your community?)      

We create and help you understand Giving Guidelines. Giving Guidelines are clear instructions on how you would like to receive donation requests. Having definite Guidelines may reduce the number of requests you receive.