Planning & Study

Strategic Long-Range Fund Development
The strategic fundraising plan covers many elements which impacts the organization’s ability to successfully raise funds. Assessment of the organization’s resources, volunteer leadership and present fundraising capacities provide the basis for specific recommendations to broaden the organization’s base of support and increase its income.

Campaign Feasibility Studies
This is an individualized assessment of the organization’s leadership and major gifts capabilities to enter into a Campaign and preparation of a plan to attain the institution’s goals.

Development Office Audits
This includes a comprehensive review of the development program to identify strengths and weaknesses so that the program may be more effective. Following a careful examination of fund raising methods, resources and systems, a comprehensive report offers an assessment and specific recommendations.

Fundraising Management

Capital Campaign Management
Services include:

• Development of a concentrated "Leadership Analysis" to identify potential leaders and major donors
• Creation of a compelling "Case for Support"
• Organization, identification, recruitment and training of an effective campaign fund raising committee.
• Creation of a comprehensive Plan of Campaign.
• Development of a written plan-of-action to take advantage of the strengths of the volunteer committee.
• Organization of a campaign structure with goals and objectives for each committee.

• Direct Mail
• Membership programs
• Donor Clubs
• Major Gifts
• Marketing and Public Relations

• Creating a plan for reaching your estate planning constituency.
• Developing policies and procedures for oyur organization.
• Material development (brochures, newsletters, and response mechanisms).
• Personal, client-centered follow-up.

• Create written proposal materials.
• Foundation/prospect information management.
• Comprehensive research.
• Government grants preparation.
• Build prospect and donor database.
• Project design.
• Packaging of materials.
• Corporate sponsorship presentations.
• Technical assistance.
• Prepare for site visits.
• General Writing and editing support.
• Correspondence and reports to funders.

• Annual Reports
• Brochures
• Case Statements
• Direct Mail
• Invitations/programs
• Newsletters
• PowerPoint Presentations
• Video/television and live program scripts

• Invitation design and mailing
• Site arrangements and decorations
• Budget oversight and management
• Refreshments/catering
• Programs/Agendas
• Media Packages
• Event planning outlines and timetables

Other Services

Search for Fund Raising Executives
We can help you identify top quality people to fill key development and management positions. Services include research and interviews of appropriate candidates in coordination with organization’s goals and needs.

Board and Volunteer Training
I ncludes defining members’ roles and preparing them to successfully engage in the fund raising program.

Prospect Research
This critical process identifies and provides detailed information regarding members of the constituency able to make the largest gifts.