TESTIMONIALS
Here's What Clients Say
We value the feedback from our clients, and their words speak volumes about the impact of our work. These testimonials reflect not only the results achieved but also the trust our clients place in our expertise and dedication. We invite you to explore what our clients have to say about their experiences partnering with Lumi Advisors.
Strengthening Mission and Fostering Community via Strategic Fundraising Empowerment
"The Gamble House Conservancy began working with Lumi Advisors in the midst of numerous changes within our organization, and the timing could not have been better. Jeremy and his team unified staff, Board members, and stakeholders with a sense of shared purpose and excitement around our fundraising efforts. While listening and learning about our organization, Lumi staff immediately put new funding opportunities on our radar. Their genuine passion for connecting nonprofits to resources they need to thrive is inspiring and contributes to the sense of community we want to build and nurture as we fulfill our mission.
As a small staff, we benefit from working with Lumi Advisors in numerous ways. Their support enables us to be more strategic in our efforts as we see an overall plan for development coming together. Having their experienced and responsive staff avaible to provide insight and ideas on grant opportunities and applications saves us time and fills us with confidence as we learn new things from every project we work on together.
There has also been unexpected added value in working with Lumi Advisors. While supporting our overall fundraising and development efforts, we’ve also benefitted from their experience in staff and Board development and education. We wholeheartedly recommend Lumi Advisors for development and fundraising services—and much more!"
Alexandra Rasic, Executive Director
The Gamble House Conservancy
A Highly Recommended Partner for Exceptional Results
"Jeremy and the Lumi Advisors team he has built provide unparalleled services. As an overall group they are strategic, highly experienced, and savvy in the practical ways that yield results. Our Year-End Campaign numbers grew in double digits year over year, and their work on our Capital Campaign includes an excellent, customized plan and numerous, important introductions. I can not recommend them more highly."
Patricia Wyatt, President & CEO
Japanese American Cultural and Community Center
Transformative Contribution to Cancer for College
"Jeremy Weinstein and his team at Lumi Advisors have provided us with the necessary organizational and fundraising tools to propel Cancer for College to new heights. Their hands-on approach has inspired and empowered our board and committees to collaborate on new strategies resulting in mission oriented success."
Craig Pollard, Founder and Board President
Cancer for College
A Strategic Partner in Building a Stronger Future
"Lumi Advisors brings a very strategic, thoughtful, and warm approach to what is very challenging work. Our organization has been navigating an inflection point to build the foundation for deeper philanthropic support during one of the most volatile times possible for live arts nonprofits. Our engagement with Lumi Advisors has helped us define more focus for our development efforts as well as board recruitment strategies that create an ongoing culture of fundraising. All along the way, Jeremy and Melissa have brought their expertise to the table to offer research, new ideas, direct counsel, and encouragement. We are stronger for it."
Christopher Maikish, Executive Director
Celebration Theatre