Development Advisory

Capital Campaign Advisory and Management
  1. Capital Campaign Services
  2. Develop Case for Support / The Need
  3. Capital Campaign Feasibility Studies
  4. Capital Campaign Implementation
  5. Develop Committee Structure
  6. Assist in “Top Gifts” solicitations
  7. Materials development
    1. Brochures
    2. Solicitation Packets/Letters
Development Assessment (Development Department Assessment)

Funding Strategy Development
  1. Assess funding structure
    1. Structure a balance between public/private funds
    2. Exploration of diversifying income, i.e. fee for service, inkind, social innovation, etc.
  2. Revenue enhancement strategy
  3. Revenue Cycle Management Assessment
Grant Advisory
  1. Grant Assistance
    1. Develop Grants calendar/solicitation strategy
    2. Tie into performance & outcomes
  2. Grant development/writing
  3. Grant review prior to submission
  4. Grant Management Assistance – Public Grants
    1. Develop appropriate billing/reimbursement practices
    2. Focus on grantee/grantor relationship
    3. Track results/measurements required for funding
Solicitation Training

Partner to enhance the ability of your organization to solicit support. Interesting research point: Top 3 fears according to a recent study: public speaking, the dentist, and asking for money. While we can not help with the extraction, we can help you raise funds!

Can be offered as both an individual or group service in order to coach/mentor individuals on asking for support for their non-profit.

Philanthropic management
  1. Designing a comprehensive fund development program using diverse solicitation strategies from diverse sources
  2. Building a donor-centered organization and a culture of philanthropy
  3. Designing a comprehensive relationship-building program to produce donor loyalty
  4. Process Advisory
    1. Defining roles in fund development (Handout: Key Roles in Fund Development)
    2. Board, staff, and volunteer training in fund development
    3. Designing and facilitating the fund development process
    4. Defining measures for relationship building and fundraising
  5. Securing gifts for core program/annual operating support and capital initiatives
  6. Personal face-to-face solicitation for major gifts
  7. Development audit and feasibility studies
  8. Donor-centered communications including case for support, donor newsletters, website, and other collateral materials
  9. Assess and/or develop donor database systems
    1. Many non-profits struggle with donor/prospect database management
      1. Our services can improve database management on several levels
        1. What to track
        2. Who to track
        3. Various reporting for prospecting/stewardship
        4. Segmentation of databases

Consulting Services

  • Board Advisory

How Can We Help?

To discuss how our team can help your business achieve true results, please contact us.

The approach has been completely collaborative.

Mental Health Provider

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