Services

Annual Giving

  • Counsel to or management of annual campaign
  • Training, planning, and evaluation of program
  • Program reviews, guidance on systems, and expansion of resources
  • Phonathon start up, training, and analysis
  • Suggest strategies for segmentation and solicitation techniques based on donor trends for over all program growth
  • Serve as interim or fractional Annual Giving team member

Capital Campaigns

  • Counsel to or management of capital campaign
  • Three-Phased Approach
    • Discernment
    • Feasibility
    • Solicitation
  • Training of staff/volunteers throughout the campaign

Database Administration

  • Staff training on the basics of database administration
  • Database Audits
  • Assistance with creation and running of reports and queries
  • Gift processing
  • Selection and implementation of CRM
  • Serve as interim or fractional DBA

Prospect Development

  • Creation and implementation of a prospect research system
  • Staff training on the basics of prospect research
  • Create donor profiles for clients based on capacity and inclination
  • Guide management through wealth screening process
  • Creation and implementation of a moves management system
  • Serve as interim or fractional Prospect Development team member