Our Services

Some of the services provided include:

For Nonprofits:

  • Advise the CEO/Executive Director on board and organization development

  • Conduct an audit of your current fundraising program, with recommendations

  • Assist you in writing a three-year strategic plan for fundraising

  • Facilitate the creation of a strategic plan by your board and key stakeholders

  • Devise a training program for your fundraising staff and volunteers

  • Start and maintain a planned giving program focusing on bequests

  • Conduct a feasibility study for a fundraising campaign

  • Advise on job descriptions and evaluation of fundraising staff

  • Create an outcomes-based plan for special events and publications

  • Train staff to write outcomes-oriented grant proposals

  • Make presentations to board members and volunteers on many topics

  • Match your marketing message to your fundraising

For Philanthropists:

  • Create a philanthropic plan, including guidelines for giving

  • Review and evaluate proposals

  • Advise on planned giving, in collaboration with your tax and estate planning advisors

For You:

Choose from among these presentation topics or ask for a custom presentation:

  • A nonprofit board’s vital role in fundraising for the organization

  • Think, plan, and act strategically: a practical primer on strategic planning

  • Planned Giving: Not just for large organizations any more!

  • Clarify your core values, then live them

  • Myths about planned giving

  • Making your annual work plan a strategic plan is easier than you think