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.
Annual Giving Programs
Focus on building a donor constituency base, and the linkages between an organization’s mission and the case for support. Services include:
Direct Mail
Membership programs
Donor Clubs
Major Gifts
Marketing and Public Relations
Planned Giving and Endowment Campaigns
Services include:
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.
Grant Writing
Services include:
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.
Fund Raising Publications
Specialized philanthropic writing services offered include:
Annual Reports
Brochures
Case Statements
Direct Mail
Invitations/programs
Newsletters
PowerPoint Presentations
Video/television and live program scripts
Special Events
Full service support and management in creating, coordinating, and securing sponsorships for events for non-profit, trade associations, organizations and corporations. Services include:
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.
