The Bridge Recommends

Following is a list of organizations with whom The Bridge has a working relationship. They provide expertise in areas that are important for a full, well-rounded fund-development and community relations program.

Here are our current Affiliate Categories:

  •  Recruitment
  • Grant Writing and Donor Research
  • Planned Giving/Fiduciary Services
  • Media/Video
  • Training
  • Direct Marketing
  • Data Management and Analysis

Donor Research

WealthEngine, Inc.

WealthEngine is a leading provider of sophisticated wealth identification and prospect research and analytics to a broad range of organizations, including nonprofit organizations, religious and faith-based organizations, hospitals, institutions of higher education, and others. Nearly 3,000 clients use WealthEngine’s products for comprehensive prospect research on individuals, companies and foundations.

WealthEngine delivers powerful market intelligence technology and a collection of more than 33 wealth databases that enable clients to capture the most complete picture of their donors and prospects.

  • Access comprehensive wealth profiles on individual donors and prospects
  • Find new major gift prospects with a demonstrated faith-based affinity
  • Perform large database screening of past donors or prospects
  • Screen small immediately actionable batches of constituents on a daily, weekly, or monthly basis
  • Segment and prioritize your best prospects using Propensity to Give (P2G) scores

Use WealthEngine’s unique Circle of Friends feature to extend your donor development reach

WealthEngine has empowered thousands of nonprofit organizations to raise billions in funds through major gifts, capital campaigns, planned giving, event marketing and annual fund efforts. For more information or a demonstration, please contact us or call us at 800.933.4446. Grant Writing and Donor Research






Vision4Media Productions

Brian Montes

714.529.1600 (office)

714.471.5253 (mobile)

Vision4Media is a Los Angeles based, award winning media production company with a focus on corporate communications, commercials, non-profit marketing campaigns and capital campaign media. Vision4Media can also craft your Public Service Announcements, build your trade show media and develop training and education for e-learning.

From Message…to Experience….to Execution….

Vision4Media has the competitive edge because it relies on its trademarked approach of The Conscious Filmmaker. This approach creates cinematic authenticity that evokes a powerful viewer experience. The viewer experience is the foundation by which we connect the viewer to the message. When the relationship is formed, the message will work!


Planned Giving/Fiduciary Services

Trustee Pro

Peter C. Kote

Professional Fiduciary Services


Peter C. Kote is the founder of Professional Fiduciary Services (PFS) Peter has been a planned giving consultant to universities, national public radio stations and continues his involvement today with many charitable organizations. He has been involved in over $100 million dollars going to charity in planned gifts benefiting both the individual and the organization.

Peter’s nonprofit experience includes: The National Conference of Christians and Jews, the American Heart Association, Long Beach State University, Casa Colina, The American Red Cross, South County Senior Services, Father Flanagan’s Boys Town, National Public Radio and Public Television.

Peter is past president of the Orange County Planned Giving Round Table and a founding trustee for the Laguna Beach Community Foundation. He currently serves as Vice President of the Board of Directors for the Laguna Canyon Foundation. Peter has initiated a number of Planned Giving Programs including Long Beach State University, American Heart Association and at the American Red Cross, Orange County Chapter.

Peter holds degrees from California State University at Fullerton and he obtained his Juris Doctor from Western State College of Law. He is a Registered Investment Advisor and a California Licensed Fiduciary. He served as an adjunct faculty member at Hope International University in Fullerton and taught at the UCI Continuing Education Program and California State University at Long Beach. Peter serves as trustee for various charitable remainder trusts, living trusts and other fiduciary positions in people’s estate plans.

He regularly conducts an eight week workshop series on Financial and Estate Planning called “It’s Your Money” and “It’s Your Estate.” Both 8-week programs are now held at senior centers throughout Orange County twice a year in April and September and sponsored by local charities.

There is never an initial charge and if you mention The Bridge you will receive up to 5 hours of consultation free. Never a contract to sign and you will only pay for my services if 100% satisfied. A Planned Giving Program must be disciplined, consistent and mission driven and does not have to be expensive.



The Training Clinic

Maria Chilcote

Managing Partner

ph: 800-937-4698



The Training Clinic specializes in state-of-the art design, delivery, management and evaluation of training through the development and delivery of workshops, certificate programs, on-line courses, publications, training products, job aids and consulting. Since 1977, we have trained over 150,000 people on 5 continents with the assistance of our over 20 Master Instructors located both in the U.S. and abroad, each averaging over 15 years of experience and previously holding key organizational positions.

Gerke Consulting & Development LLC

Susan K Gerke

949 831-7088 (office)

Susan Gerke “helps people work better, together.” Her focus since 1989 has been in designing, customizing and implementing leadership and teamwork programs meeting the needs of executives, managers, and employees in a wide number of companies and industries. Application of her skill and knowledge is in facilitation, consulting, curriculum development, and coaching.

A recognized expert on teaming, Susan is the co-developer of the ground-breaking GO Team learning curriculum. She is the co-author of the following books:

The I in Team…Accelerating Performance of Remote and Co-Located Teams

Quick Guide to Interaction Styles and Working Remotely

Quick Guide to Interaction Styles and Time Dynamics

Susan is certified for SYMLOG, the Myers-Briggs Type Indicator® (MBTI), the Interstrengthä Method, Element B, Emotional Intelligence, and the Management Team Roles Indicator™



Direct Marketing

Alpha Dog Marketing

Mike Monk, CEO

ph: 800.730.0668



Alpha Dog Marketing is a full service marketing agency with a passion for serving nonprofit organizations. With a philosophy of treating each client as a true partner, Alpha Dog Marketing has worked with hundreds of organizations to raise the funds they need to support their mission. Every one of their partners receives exceptional service, effective strategies, and expert solutions. With packages and programs to educate and inspire donors and help raise funds and awareness, they can customize a plan that will make an impact for your nonprofit organization. Alpha Dog Marketing has the resources that connect our partners with their communities to raise awareness and funding. Alpha Dog Marketing specializes in:

Strategic Planning and Organizational Development

Fundraising, Planned and Annual Giving Programs

Integrated Marketing Strategies and Communications

Donor Data Management and Analysis

Creative Services, Media, Copywriting, and Design


Data Management and Analysis





Amergent provides comprehensive, integrated, multi-channel fundraising programs and state-of-the-art fundraising software to help nonprofits achieve¬ their income growth and organizational goals. As a full service database management and direct marketing agency focused on supporting nonprofit organizations, Amergent offers a full complement of services and solutions including:

Comprehensive Data Management Services using our web-based Portfolio™ nonprofit data management solution

Strategic Integrated Multi-Chanel Fundraising & Membership Marketing Consulting

High Level Analysis including our trademark “Vital Signs Analysis”

Complete Creative Services – from Concept to Creation

Quality Production Management Services

List Analysis and Strategic List Planning