FUND DEVELOPMENT ASSESSMENT
A comprehensive review of your organization’s fund development health, including:
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Fundraising structure, staffing, and workflows
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Policies, programs, and donor stewardship practices
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Case for support and fundraising materials
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Alignment with strategic plans
Deliverables include a findings and recommendations report, optional training, implementation tools, and ongoing support.
FUND DEVELOPMENT PLANNING
Strategic support to design or strengthen your fundraising program and secure long-term philanthropic revenue:
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Crafting or refining your case for support
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Developing creative, donor-centered case materials
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Designing and analyzing donor surveys
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Building systems and skills for relationship-based fundraising
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Planning stewardship and recognition strategies to deepen donor loyalty
CAMPAIGN SERVICES
End-to-end support for successful fundraising campaigns—whether capital, capacity, or special initiative:
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Campaign planning and readiness assessments
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Development of a compelling campaign case for support
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Building and coaching a campaign cabinet
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Training staff and volunteers for campaign fundraising success
MAJOR GIFTS STRATEGY & PIPELINE DEVELOPMENT
Take your fundraising to the next level with a focused major gifts approach:
• Designing and launching a major gifts program
• Evaluating your database to identify and segment major gift prospects
• Establishing a major gifts committee of board and community leaders
• Developing a metrics-driven evaluation system to monitor success
• Supporting cultivation and solicitation strategy planning
PLANNED GIVING PROGRAM DEVELOPMENT
Build a sustainable legacy giving program tailored to your organization’s capacity and goals:
• Assessing current planned giving efforts and readiness
• Identifying legacy prospects within your existing donor base
• Creating a marketing plan to encourage self-identification
• Designing stewardship and recognition strategies for legacy donors
• Training staff and board to engage confidently in planned giving conversations
RETREAT FACILITATION
Custom-designed retreats that foster alignment, skill-building, and renewed engagement:
• Staff team-building and fundraising skills development
• Strategic planning or campaign visioning
• Board retreats focused on fundraising engagement and leadership
FUNDRAISING TRAINING & COACHING
Strengthen fundraising knowledge and confidence across your team with targeted, engaging training:
Board Training
• How the board can support fundraising success
• Major gift fundraising fundamentals
• Campaign basics and volunteer leadership
Fundraiser Training
• Planned giving conversations with donors
• Campaign reactivation strategies
• Coaching for fundraisers (group or one-on-one)
• Strategy development for major gift solicitations
• Ongoing mentoring for new or transitioning fundraising leaders
FRACTIONAL FUNDRAISING
Embedded Leadership. Part-Time Commitment. Full-Time Impact.
Many nonprofits have strong fundraising strategies—but not enough staff capacity to bring them to life. That’s where fractional fundraising comes in:
• Translate strategy into actionable next steps
• Align staff and board roles in fundraising
• Meet with donors and solicit support
• Track progress and report on outcomes
Part-time, embedded fundraising leadership to help you move from planning to progress—without the cost or commitment of hiring a full-time position.
