Services

"Each class was packed with valuable information, suggestions, and ideas. Whether you work with a new small non-profit, a large established non-profit or somewhere in between, ..."Hannah Pickworth / President / Peace Study Center / Baltimore, MD
Advancement
Each element of your advancement program — from the annual fund to estate planning needs careful, year-round attention.

 

Opportunities are lost when organizations move from one major initiative to the next without evaluating results and integrating the lessons learned into future planning.

  • Advancement leadership coaching
  • Annual fund programs
  • Capital and endowment campaigns
  • Constituency and alumni development
  • Development assessments
  • Donor research and prospect identification
  • Endowment development
  • Fundraising programs and strategy
  • Major gifts programs and individual strategy
Governance
Nonprofit boards carry more responsibility today than ever before as new Federal and state legislation impacts their role.

 

These increased requirements demand that boards be ever vigilant in their duties and the decisions they make for their organizations. And board members must lead in giving and as well as asking.

  • Leadership development and training
  • Board and staff training
  • Building trustee leadership
  • Interim leadership
  • Retreats
Management Consulting
Developing your strategic road map ensures success in moving your organization forward. The key is thoughtful strategic planning.

 

  • Strategic & operational planning
  • Development planning
  • Organizational assessment
  • Interim leadership
  • Office administrration
  • Retreats
  • Meeting facilitation
Women’s Philanthropy
Women control more than 60% of the US wealth and lead or make many of the philanthropic decisions in a family.

Your advancement programs must take this important issue into consideration.

  • Speaking
  • Workshops
  • Establishment of a specific women’s philanthropy program
  • Review of current institutional priorities and materials
Wealth Screening
Wealth screening is research conducted in large batches to qualify a prospective donor’s likeliness and capacity to give.

 

  • Integrated Search: in­depth philanthropy, political giving and more
  • Prospect Generator: find new prospects on the lists of similar organizations
  • Gift Search: search by individual, a couple, foundation or organization
  • My Portfolio: many ways to sort and analyze information