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Services

Work with me to elevate your fundraising today!

FUND DEVELOPMENT ASSESSMENT
  • A full review of your fund development structure, policies and programs, case for support and strategic development plans. Findings and recommendations report, training and tools for improvement as well as implementation assistance can be provided.
FUND DEVELOPMENT PLANNING
  • Strategic planning to build your fund development program to secure long term philanthropic support for your organization
  • Refining your case for support and creating new and novel case collateral materials
  • Creating and conducting donor surveys
  • Developing skills and structures to support relationship-based fundraising
  • Planning and implementing stewardship and recognition plans to build donor loyalty
CAMPAIGN SERVICES
  • Campaign planning and readiness studies
  • Development of a campaign case for support
  • Building the campaign cabinet and training your volunteers to effectively support campaign fundraising
MAJOR GIFT STRATEGY AND PIPELINE ANALYSIS
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  • Taking your fundraising to a higher level by planning and implementing a major gift fundraising program
  • Evaluating and segmenting your donor data to build a major gifts pipeline
  • Establishing a major gifts committee to involve board members and other volunteers as advocates and community connectors to support cultivation and solicitation for successful major gift fundraising
  • Developing a metrics based evaluation program to assess effectiveness of the major gifts program
BUILDING PLANNED GIVING PROGRAMS
  • Reviewing and assessing your Planned Giving program and developing a planned giving strategy that your charity can manage successfully
  • Reviewing your database to build a pipeline for planned giving
  • Developing a proactive Marketing Plan that will enable planned giving donors to self-identify
  • Recognition and Stewardship planning to ensure planned giving donors are celebrated and thanked
RETREAT FACILITATION
Planning and facilitating a tailored retreat for:
  • Team building and skills development
  • Board engagement
FUNDRAISING TRAINING AND COACHING
Board Training
  • How the board can actively support fundraising success
  • Major gift fundraising 101
  • Campaign basics and volunteer involvement
Fundraiser Training
  • How to speak to your donors about Planned Giving
  • The campaign restart – how to rejuvenate a lagging campaign
Fundraising Coaching (groups or one on one)
  • Ongoing training and mentoring to build skills and confidence
  • Working with busy leaders to plan for and improve their fundraising effectiveness
  • Solicitation strategy development for major gift fundraising
  • Support and skills development for new fundraising leaders
INTERIM FUNDRAISING PLACEMENTS
  • On-site fundraising assistance during transitions, leaves or vacancies
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