Board and Staff Training Services
We will work with you to design training programs such as:
- Philanthropy 101: Fundraising Principles and Practices
- Developing your Brand and Case for Support
- Development Software Implementation
- Development and Annual Plans
- Infrastructure Analysis
- Policy and Procedure Development
Accelerated Board and Staff Training Services
- Major Gift Solicitation: Making the Ask and Getting YES!
- The Board’s Role in Fundraising
Campaign Planning and Donor Readiness Studies
Successful campaigns are built on the results of a thorough and objective feasibility study. We will analyze and benchmark the results of interviews with key donors, stakeholders, and community leaders to assess and project your organization’s readiness to proceed with a project and determine the optimum fundraising goal to be achieved.
Case for Support Development and Testing
Your comprehensive institutional Case for Support is an internal document that helps you clearly describe your programs, philosophy, history, current successes and describe the ways in which philanthropy will shape your future.
We will help you maximize your staff and volunteer time by developing or updating organizational proposals. We will review and recommend prospective foundation or corporate funders who may be well suited to your mission and goals.
Prospect Research & Wealth Screening
Discerning the appropriate donors to approach for a potential funding opportunity is key in leadership giving and major gift fundraising programs. Screening services can help identify the best prospects already in your data base, as well as others in your community, who could be engaged. Following the guidelines as described by the Association of Prospect Researchers of America, we will only use this information from publicly available sources in our donor and prospect research.
Retreat Planning and Facilitation
Working collaboratively, we will design customized retreats for your staff, board and other volunteers to help you discern and refine your strategic goals.