DAPA Overview – D. A. Petersen Associates, Inc

To understand the client’s needs and desires in order to provide the most competent advice and counsel in financial development, marketing, and estate planning to maximize their interests.
To assist you with new sources of funding and fundraising techniques previously available only to larger non profits.
To specialize in financial development, marketing and estate planning, thereby, creating a complete package of services in order to fully serve the best interests of the clients.
To teach you how to access technology to fully utilize all the Internet has to offer.
Continually challenge our associates to life-long learning and educational processes that keep current with legislation, philosophies and practices that will serve our client’s best interests.
To help increase your efficiency by learning how to manage your existing and future donor base.
Learn how to connect with Volunteers, which are the lifeblood of any non profit organization.
To diversify your specialty interests and client sources to maximize our full potential in order to more effectively serve your clients.
To advise you on how to get outside help with a wide range of professional services as well as provide links to critical reporting forms to insure your compliance with the government.
To become more active in the business (for-profit) sector for diversity and competence, thereby provide a continuum of full services to our clients.
To secure a competent team of experts in the marketing, estate planning and financial development fields in order to effectively deliver the best services/products to serve our clients.
To provide a full service marketing, estate planning and financial development agency that maximizes our client’s best interests.
To help you with accountability through the processes and reporting methodologies that businesses use, which will assure your donors that that their money will be used effectively and efficiently.