Our Services
Campaign Feasibility Studies
Because capital and endowment campaigns require an enormous commitment of organizational time, talent and resources, we typically suggest conducting a campaign feasibility study to gauge organizational readiness and potential community support for the initiative. A well-run study will not only help you decide if you are ready to move forward, but also will provide you with the early planning tools and next steps you’ll need to launch a campaign.
Capital and Endowment Campaigns
We help organizations plan and execute fundraising campaigns for large projects that require significant, substantial financial backing, ranging from new buildings and expansions to endowment campaigns.
Major Gift Development
Developing a flourishing major gift program will provide long term support and outstanding donor relationships. An excellent program will inspire your donors to make special gifts that significantly impact their favorite areas of focus in your organization.
Comprehensive Planned Giving
More than $50 trillion will continue to pass through planned gifts from baby boomers and the silent (mature) generation. While we recognize that the seemingly complicated world of planned giving often gives the development professionals we work with pause, one thing is sure: if you’re not out there inviting planned gifts to your organization, someone else is surely doing so.
We create a customized marketing and planning approach to enable your organization, regardless of size, to establish a planned giving program to invite this critical, sustaining support. We’ll also help you to keep your program thriving or to jump start one that needs a push.
Strategic Planning and Board Retreats
How do you evaluate fundraising potential, and measure your own current performance against this potential? Our team will review your current strategies and develop a clear action plan to realize your organization's full fundraising possibilities. Through working with staff and engaging in key board meetings, we will help to develop the plan that makes the most sense for your organizations.
In addition, we will facilitate board retreats to introduce the plan and begin to build buy in and engagement. We use a Finding Your Place Model that helps to develop individual board commitments and expectations to support the plan.
Executive Coaching
We offer one-on-one executive coaching and group training sessions in the art of donor cultivation, relationship building and how to confidently make the ask. Our goal is not only to help you and your volunteers develop the necessary skills to be effective solicitors, but also to increase your comfort level with the process.
Once you’re ready to begin, we work with you to set meetings with prospective donors and develop a list of great questions that engage your donors. We work with you to develop the most comfortable and appropriate donor ask strategy that enables your donor to “lean in” and get excited about how they can impact your mission.