Capital & Endowment Campaigns/Feasibility Studies
Conducts feasibility studies, serves as consultant to multi-year campaigns ranging from $3 to 30 million and counsels smaller capital and endowment efforts.
Major Gift Programs
Provides effective individualized major gift training seminars and presentations, conducts on-going cultivation programs, and makes successful major gift requests ranging from $25,000 to $1-million plus.
New Planned Giving Programs
Designs start-up planned giving programs that quickly produce income and documented expectancies.
Designs and conducts comprehensive audits of new and existing programs, confidentially interviewing major donors, prospects, community leaders, trustees, key administrators and staff.
Helps clients find qualified motivated volunteers to join their not-for-profit boards, leads seminars on board goal-setting and involvement, helps board and staff leadership set priorities and clarify or improve objectives.
Direct Mail Annual Giving Programs
Creates and directs highly successful direct mail campaigns that generate thousands of new donors with high retention and repeat gift potential.
Gift Illustrations & Record Keeping Systems
Skilled and experienced at producing complex planned gift illustrations, including complex life-income trust arrangements; and can advise on available computer-based donor record keeping systems.
Recruits highly qualified, creative, mission-driven development professionals quickly, quietly and in complete confidence.