Our Services

In major gift fundraising, the objective is to attract uncommonly generous contributions from a relatively small number of donors who have greater capacity to make larger gifts.

Large gifts require fundamentally different fundraising techniques than annual gifts.

Our guidance focuses on:

• Developing research and strategy

• Helping identify the right prospective donors for major gifts

• Building lasting relationships and motivating involvement

• Engaging leaders to transfer a strong sense of ownership to donors

Careful planning, research, tailored strategies, and the engagement of a committed board will be essential ingredients for your success.

Capital campaigns and other special fundraising initiatives require careful preparation. And they require skill in major gifts and a capable annual fundraising machine beneath them.

Our process focuses on:

• Establishing feasibility, targeting goals, and clear planning

• Securing initial leadership gifts during the quiet phase

• Developing prospect research and strategies to instill confidence in staff and volunteers soliciting campaign gifts

• Garnering board support and involvement throughout the campaign

• Enabling staff and board members to focus on finding and building relationships with the donors who will deliver your most generous gifts, while maintaining a strong annual fundraising operation.

If you believe that your board might function better—and happier -- we can help. We offer full counsel in governance and board development with a specialty in building fundraising boards.

• Creating a positive culture in which volunteers and staff collaborate easily and feel appreciated

• Guidance on structure, operations, and compliance with best practices

• Facilitating board retreats and conducting board training workshops

• Counsel on effective board recruitment and deployment

The board that feels authorized will take responsibility. A clear understanding of the board's role and a positive relationship with the staff will be essential ingredients for your success.

When changes in fundraising play a central role in achieving your strategic plan, we provide facilitation through a process which will help to:

• Identify the core issues around which to organize your plan

• Strengthen board and staff collaboration and teamwork

• Deliver clear goals and metrics

• Empower internal and external stakeholders to execute the plan

We integrate the strategic planning process into existing board and staff structures for continuity in the transition from planning to implementation.

Prospect research is necessary for creating strategic fundraising plans and meaningful donor engagement.

We offer a variety of prospect research services:

• Qualify prospects based on wealth indications and philanthropic propensity

• Create profiles that include biographical information and philanthropic giving giving history

• Identify foundation prospects and provide financial information, mission alignment, recent grant history, application process and guidelines and key leadership

• Support events by providing abbreviated biographies with photos

Researched and qualified prospective donors help organizations prioritize efforts and inform strategy to create meaningful cultivation opportunities.

Giving to causes one cares deeply about can be profoundly meaningful but also overwhelming. For those tasked with performing due diligence, identifying among the many opportunities presented for philanthropic investment can be a challenge. We can help to:

• Conduct research and landscape analysis within a specific cause or sector

• Align values and goals for philanthropic investment

• Perform due diligence and review of organizational health indicators

• Assess fundraising capacity and strength of potential recipients particularly in terms of large philanthropic investments associated with major gifts and campaigns