Developing Plans
Review/Assessment of existing fundraising activities, challenges, opportunities, fundraising landscape
Annual Plan - strategy, budget and schedule for one year. Includes detailed work plans for individual giving, major gifts, corporate and foundation campaigns and planned giving.
Multi-year plan informed by the organization’s strategic plan
Hands-On Fundraising
Case for support, donor communications
Donor cultivation meetings
Stewardship activities and reports
Proposal development and grant writing
Prospect research
Building Teams
One-to-one coaching to boost existing skills and knowledge
Training for Board Volunteers and staff that are new to fundraising
Customized tools and templates for monitoring donor relationships, conducting donor meetings and developing donor communications