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