Services

Feasibility Studies & Campaign Counsel

  • A feasibility study is a way to test your case for support (fundraising plan) and dollar goal to see if they are realistic and achievable, by asking the advice and opinions of your largest donors and other community leaders.
  • This engagement covers
    • An Internal Assessment examining your case for support, donors pool, and institutional support/capacity.
    • Creation of your planning document/case for support based on your strategic fundraising goals along with the interview questions and gift chart documents
    • Conducting the confidential interviews of those participating in the feasibility study
    • Draft of the comprehensive study report that contains the results of the study, analysis of the data, recommendations, and timeline for the campaign.
    • Once your feasibility study is complete, if you decide to move forward with the campaign, we offer Campaign Counsel services to guide you every step of the way as you execute your campaign. From building a fundraising committee and training them, to advising on solicitation strategy, we help you reach your goal.

Fundraising Assessment, Planning, Execution

  • Assessing, planning, and executing a comprehensive fundraising plan for your organization is critical for organizational sustainability.
  • This engagement covers
    • a situation analysis of your current program;
    • creation of a fundraising plan and strategy including: annual fund, major gifts campaign, special events, endowment, planned giving, grants;
    • Creation of development goals and strategy including: donor giving society, donor cultivation, and data/project management
    • Organizational Infrastructure and Resources
    • Timeline of Fundraising Plan Activities
    • Development/Fundraising Budget

Planned Giving Assessment & Planning

  • Planned giving is the backbone of your fundraising program that ensures the longevity of the organization into the future.
  • This engagement covers
    • a situation analysis of your current program;
    • creation of a fundraising plan, goals, and strategy for a planned giving program
    • Organizational infrastructure and resources
    • Timeline of planned giving activities
    • Budget

Fundraising Communications Planning

  • Without a plan for communicating your fundraising plan to donors, it is difficult to reach your goal. Creating a communications plan for your fundraising efforts is critical to success.
  • This engagement covers
    • Clarifying fundraising goals and objectives
    • Identifying the target audience
    • Creation of messaging points
    • Identification of different communication channels
    • Develop a communications calendar
    • Tracking and metrics

Donor Relations/Stewardship Program

  • Assessing, planning, and executing a comprehensive donor relations/stewardship program for your organization is critical for the longevity of your donors’ participation.
  • This engagement covers
    • A situation analysis of your current program;
    • Creation of development goals and strategy for donor giving society, donor cultivation
    • Organizational infrastructure and resources
    • Timeline of donor relations activities
    • Budget

Organizational Strategic Planning

  • Strategic planning is an inclusive process with the staff and board to discern organizational priorities, create strategy around those priorities, and define clear action steps to execute on them. It supports the leaders on the board and at the staff level so they can be intentional rather than reactive in their work, and keep them from competing tasks that are not a part of the plan.
  • This engagement covers
    • Creating a timeline and framework for the planning process
    • Facilitating strategic planning committee meetings
    • Environmental scan: SWOT analysis
    • Interviews and survey with key stakeholders
    • Facilitate the board retreat strategic planning session
    • Draft strategic plan, including goals, action plan, timeline and resources

Ongoing Counsel

  • Don’t know where to begin? Consider our engagement for on-going counsel. You call the shots and utilize our team to work on the projects you need.
  • Examples of what this engagement can cover:
    • Help running your development committee meetings
    • Developing a case for support to meet with a donor
    • Strategy session on your donors and how to prioritize
    • Hiring new development staff
    • Getting ready for a board meeting
    • Governance and leadership advice