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