Services

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

Counsel to or management of capital campaign

Three-Phased Approach

• Discernment

• Feasibility

• Solicitation

Training of staff/volunteers throughout the campaign

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 

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