Our Partners are a complementary group of best-in-class consultants and solution providers. Simply put, we refer business to each other because we believe in, respect and trust each other. It’s a great way to do business and a great way to do life!



Accretive Helps Corporations and Nonprofits save and raise money thru “Foundraising”. Working with open-minded, forward-thinking leaders to identify opportunities within their organizations to find hidden savings that have a measurable impact on earnings, cash-flow and enterprise value. A portion of which is then donated to charity.

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Araize provides a seamlessly integrated SaaS (cloud) solution for nonprofit organizations that includes nonprofit-fund accounting, fund raising (CRM) and payroll in a single system. FastFund Online was designed by CPAs, with extensive experience in the nonprofit sector specifically for the unique fiscal and funding challenges of nonprofit organizations.


BLVR is a brand development consultancy, guided by a strong sense of craftsmanship and a tenacity to execute. We elevate brands with tactics based on strategy, fueled by creativity and inspired by people. Consumers buy into brands before they even think about a product or service—and we’re all about transforming them into believers.

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Charity Compliance Solutions is dedicated is to providing nonprofit and charitable organizations with professional and comprehensive state registration services. CCS takes the burden off our client’s desk so that they can concentrate on making the world a better place.

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Corporate Giving PartnershipsSM supports companies in the development of their corporate social responsibility (CSR) and employee volunteerism programs (EVP). From brand alignment, to employee engagement to vetting nonprofits, we take a thoughtful and meaningful approach to consulting and practical implementation to help a company and the causes they care about succeed.  CGP also supports nonprofit organizations in the skillsets and strategies to make them attractive and effective partners in cause marketing and fundraising programs.

Donation Match 2 is a self-service platform helping nonprofits and companies simplify how in-kind donations get to fundraising events. Event leaders apply with one application, add event information, then get access to multiple companies through a customized “donation catalog” of items for which you qualify. Browse and request items you want with a single click, and DonationMatch tracks responses, sends reminders, and even delivers printable certificates upon donor approval. Boost your fundraising auctions, raffles, and gift bags with the support of more companies quickly and easily.


Delta Sigma Pi is America’s foremost Professional Fraternity for men and women pursuing careers in business. Delta Sigma Pi (ΔΣΠ) is one of the largest co-ed professional business fraternities in the United States. Delta Sigma Pi was founded on November 7, 1907 at the School of Commerce, Accounts and Finance of New York University, New York, New York and is currently headquartered in Oxford, Ohio. The Fraternity has 216 active collegiate chapters and 11 colonies, as well as 62 active alumni chapters, with over 260,000 initiated members.

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The Edward Charles Foundation is an umbrella of almost 100 charitable entities run by our back office team on behalf of high net worth clients, corporations, celebrities, athletes or anyone looking to engage in philanthropy/ charity and change the world in big or small ways.


Jitasa is the first and largest national accounting and bookkeeping services provider dedicated solely to the nonprofit sector. Our name means “The Spirit of Serving Others.” It’s who we are and why we believe there’s no higher value than partnering with nonprofits to make the world a better place.

Mission Edge is the leading provider of strategic and operational solutions for social enterprises. Our portfolio of products and services enable leaders to focus on their mission and more effectively impact the communities they serve. With a suite of technology-enabled solutions for funders, nonprofits and social enterprises, our products and services increase organizational effectiveness via expert support for essential operations and back-office activities. Mission Edge was born out of Social Venture Partners — an organization of individuals who invest their time and money in nonprofit organizations to accelerate and scale their impact.

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Mission Partners is a marketing and advertising firm focusing on startups, early stage companies and Nonprofits, we work with our clients at the highest level of their organizations. We act as the quarterback to our client’s team to develop effective strategies, implement tactics to execute our strategy, then refine our tactics over time to engage our clients with their target audience. We specialize in molding our methods to meet the needs of our clients as opposed to molding our client to meet the needs of our methods.


Optimal Payment Systems diligently helps businesses and other organizations increase efficiencies and reduce unnecessary payment processing costs. By doing this, we share in your mission by helping you have additional available funding to build your organization.We specialize in B2B, E-Commerce and Nonprofits. Our goal is to lower each client’s overall payment processing costs by as much as 50%.

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Pro Back Office provides nonprofit executives and business owners with timely and relevant financial insight by offering the following cost effective solutions: bookkeeping, an entire accounting department, Controller &/or CFO support, project accounting work, software implementations or selection, audit or tax prep, HR audits and part-time support staff on an “as needed”, flexible basis.

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Semble is an online lending platform that facilitates low cost financing for nonprofit organizations. This is accomplished by using Semble’s (“Social Investment”) model which allows socially responsible investors to invest in the loan needs of nonprofits that they support. As enough funds to address the need are invested by supporters, the nonprofit receives these funds as a loan. Loan payments are then directed back to those that invested. Semble is focused on helping communities turn debt-service dollars into people-service dollars.


TriNet provides critical HR-related services ton nonprofits on an outsourced basis. TriNet’s solutions help contain costs, minimize employer-related risks and relieve administrative burden to keep an entrepreneur’s focus on core business functions. From employee benefits service and payroll processing to high-level human capital consulting, TriNet’s expertise is integrated with every facet of a client’s business.


Web-based software for nonprofit organizations providing Donor, Volunteer and Client Management solutions in one comprehensive toolset. Includes interfaces to QuickBooks, Word and Excel. Serving hundreds of nonprofit organizations across the country. Extremely affordable for small to mid-sized organizations, utilizing state-of-the-art software tools




If you are interested in becoming an Optimal Giving Partner, please contact us. Let’s do some good together!

10675 Sorrento Valley Road, Suite 101   San Diego, CA 92121  // 877.774.7253 //  [email protected]  linkedin-logo_318-50643 Facebook