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