Strategic Alliance
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Value-Added Services
Institutional Memory, Inc. has established relationships with several of the nation's leading philanthropic service providers to augment your talent and initiative with cost effective value-added service. Each strategic partner understands and affirms the quality value fund raising process and offers expertise in a particular area.

Prospect Management System
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Institutional Planning
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Prospect Qualifications
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Prospect Interest
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Prospect Solicitation
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Solicitation Cycle Resource Planning Prospect Capacity

Electronic Screening

Donor Satisfaction
Surveys
Planned
Giving
Institutional Memory, Inc. Barnes & Roche, Inc. Marts & Lundy, Inc. Value Concepts, Inc. CommonWealth, Inc.

Strategic Partners
Our strategic partners hold a common interest in improving the world through benevolence. Each partner is an expert at assisting management teams of non-profit organizations meet their objectives. We know and trust their work and suggest you consider their insight and assistance as you move into the next century. Our strategic partners also incorporate Gifted Memory into their practice because it reinforces paying attention to the donor. By working together the Charitable Alliance brings an effective, seamless list of compatible services to the philanthropic marketplace.
Our Strategic Partners include:

Barnes & Roche, Inc.
Rosemont Business Campus
Building 3, Suite 110
919 Conestoga Road
Rosemont, Pennsylvania 19010-1375
Phone: 610.527.3244
E-mail (consulting): consult@brnsrche.com
E-mail (executive search): search@brnsrche.com
John P. Buttler, III, President
Full service development counsel and resource planning. The staff of Barnes & Roche, Inc. help client institutions define their goals, establish creative plans for their institutions, and develop new resources.
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CommonWealth, Inc.
Post Office Box 50332
Indianapolis, Indiana 46250-0332
Phone: 317.770.0633
Fax: 317.770.0791
James E. Gillespie, Principal
CommonWealth has a distinctive competence in the planning, implementation, and counsel for planned giving programs. Commonwealth can provide all the necessary forms, materials, and organizational structure for your planned giving program.
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  • Marts & Lundy, Inc.
    1200 Wall Street West
    Lyndhurst, New Jersey 07071
    Phone: 800.526.9005
    Michael F. Sinkus, Chairman
    Marts & Lundy provides a "full range of professional services for more productive fund-raising." This includes ES Solutions®, with ES Securities®, ES Executives®, ES Real Estate®, and ES Profiles®, to identify and qualify new prospects for a successful campaign. Any ES Solutions® product can be purchased in conjunction with GiftedMemory® to provide a turnkey, prospect management system.
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  • Value Concepts, Inc.
    13610 Shaker Boulevard
    Shaker Heights, Ohio 44120
    Phone: 216.752.9544
    Tom Harvey, Managing Director
    Customer service audits, customer-oriented workshops, and quality improvement strategies for the banking and service industries. Developer of Quality Value Engineering , and author, Total Quality Banking .
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    Ade & Associates

    created and is maintaining this Web site.
    Phone: 216.247.6788
    Ade & Associates E-mail

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    This page last changed on October 22, 2001.
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