Solutions
Capital & Endowment Campaigns/Feasibility Studies
- Conducts feasibility studies, serves as consultant to multi-year campaigns ranging from $3.5 to 30 million, and counsels smaller capital and endowment efforts.
Major Gift Programs
- Provides effective individualized major gift training seminars and presentations, conducts ongoing cultivation programs, and makes successful major gift requests ranging from $25,000 to $1-million plus.
New Planned Giving Programs
- Designs startup planned giving programs that quickly produce income and documented expectancies.
Program Audits
- Designs and conducts comprehensive audits of new and existing programs, confidentially interviewing major donors, prospects, community leaders, trustees, key administrators and staff.
Board Development
- Helps clients find qualified motivated volunteers to join their not-for-profit boards, leads seminars on board goal-setting and involvement, helps board and staff leadership set priorities, and clarify or improve objectives.
Direct Mail Annual Giving Programs
- Creates and directs highly successful direct mail campaigns that generate thousands of new donors with high retention and repeat gift potential.
Gift Illustrations & Record Keeping Systems
- Skilled and experienced at producing complex planned gift illustrations, including complex life-income trust arrangements; and can advise on available computer-based donor record keeping systems.
Executive Searches
- Recruits highly qualified, creative, mission-driven development professionals quickly, quietly and in complete confidence.