Our Services
 Whether you serve at a hospital, human service agency, religious or other non-profit organization, you’re looking for practical solutions to your most pressing problems and opportunities. You need a big-picture perspective—strategies developed for your special circumstances—and pragmatic ways to make those strategies work.
Our goal is to help you develop the most effective, sustainable, net return-on-investment. Whether it’s starting a planned gifts program, running a capital campaign, or special projects, our goal is to help you be successful. By focusing on results, we become part of your team, working with you to raise more money now and well into the future. We can help you, step by step, maximize your fundraising performance.
These are the services we offer that can help your development program thrive:
Planning
- Development Program Audit
- Strategic planning
- Positioning study
- Operating plans
- Policies & procedures
- Integrating development programs
Major Gifts and Capital Campaigns
- Feasibility Study
- Pre-campaign preparation
- Case statement development
- Campaign counsel
- Prospect management
- Prospect research
- Major gift programs
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Planned Gifts
- Beginning a planned gifts program
- Improving an existing planned gifts program
- Planning
- Endowment
- Marketing planned gifts
- Gift illustrations
- Technical assistance
- Working with advisors
Executive Counsel
- Retained executive counsel for development
- Coaching and training
- Board development
- Interim development executive services
- Leading staff and board retreats
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