Feasibility study

Strategic planning for major campaigns

Conducting board and staff training sessions

Philanthropic culture assessment and activation plan

Creating organizational vision and buy in to ensure adequate resources are allocated to major and planned giving activities

Building board capacity for and commitment to giving and raising money

Organizational transformation from event-based to major gifts

Building a successful major gift program for every size not for profit

Conducting a development office audit to optimize performance and results

Prospect identification and research

Qualifying and maximizing donor caseloads

Moves management and coaching staff for optimal results

Donor recognition and stewardship plans

Review of case statements and gift proposals

Data analysis to achieve strategic objectives

Planned Giving programs – how to launch and sustain investment in this area

Coaching staff on volunteer management for volunteer-led fundraising

Coaching for successful solicitation calls/meetings

Optimizing annual giving programs as a pipeline for major and planned gifts