Our Services

Fundraising Assessment & Strategy Development
Analyzing the current fundraising landscape and developing a comprehensive strategy aligned with the organization’s mission and goals.

Campaign Planning & Execution
Designing and executing capital campaigns, annual giving campaigns, and other targeted fundraising efforts.

Goal Setting & Benchmarking
Establishing fundraising goals and setting measurable benchmarks for progress.

Donor Cultivation & Stewardship Plans
Creating personalized plans for donor engagement, retention, and appreciation, fostering long-term relationships.

Major Gifts Strategy
Developing a strategy for identifying, cultivating, and soliciting major gifts from high-net-worth individuals, foundations, and corporations.

Donor Database Management
Providing advice on the best practices for managing donor data and CRM systems for optimal donor relationship management.

Board Training
Offering training sessions to strengthen the fundraising capacity of boards, focusing on fundraising best practices and donor relations.

Board Development
Cultivate and strengthen a diverse, engaged and accountable board. This includes identifying prospective members within their communities, defining clear terms and expectations, and establishing “give/get” guidelines to ensure sustained growth, stewardship and alignment with organizational goals.

Board Retreats
Design and facilitate impactful retreats that bring board members together to connect, align with the organization’s mission and build the skills and tools needed for effective governance. These gatherings foster collaboration, clarity of purpose and set the stage for a productive and successful board term.

Grant Research & Identification
Identifying potential funding sources through foundation grants, government funding, and other philanthropic opportunities.

Proposal Writing & Submission
Crafting persuasive, customized grant proposals for foundations and other funding organizations.

Grant Reporting & Compliance
Ensuring compliance with grant requirements and helping with the preparation of detailed reports for funders.

Planned Giving Program Design
Helping non-profits set up and manage planned giving programs, including bequests, charitable gift annuities, and trusts.

Endowment Fund Strategy
Advising on the establishment and growth of endowment funds to ensure long-term financial sustainability.

CSR Program Development & Management
Assisting corporations in creating and managing philanthropic initiatives that align with their business goals and social impact strategies.

Corporate Sponsorship & Partnership Strategy
Designing and facilitating partnerships between non-profits and corporations for mutual benefit and impact.

Employee Engagement & Volunteer Programs
Helping businesses design employee volunteer programs and strategies to increase employee involvement in philanthropy.

DAF Setup & Administration Support
Assisting individuals and families in establishing and managing DAFs, ensuring they align with philanthropic goals.

DAF Distribution Strategy
Providing guidance on effective strategies for making grants through DAFs to maximize impact.

Staff Training & Professional Development
Providing staff with the tools, knowledge, and skills to enhance their fundraising and donor management capabilities.

Workshops & Seminars
Organizing workshops on fundraising strategies, donor engagement, and philanthropic trends for non-profit teams.

Online Fundraising Strategy
Helping non-profits set up and optimize online donation platforms, crowdfunding campaigns, and virtual fundraising events.

Social Media & Digital Campaigns
Designing digital campaigns to reach potential donors via social media, email marketing, and other online channels.

Data Analytics for Fundraising Optimization
Leveraging data to analyze donor behaviors, optimize campaigns, and drive more targeted fundraising efforts.

Impact Assessment & Metrics Development
Helping organizations measure the effectiveness of their fundraising efforts, track outcomes, and communicate their impact.

Annual Reports & Donor Impact Reports
Creating compelling reports that showcase the organization’s impact and demonstrate accountability to donors and stakeholders.

Family Foundation Strategy & Governance
Advising on governance structures, grantmaking strategies, and the creation of a vision for family foundations.

Philanthropy Legacy Planning
Helping families plan their long-term philanthropic legacies, including succession planning and wealth transfer strategies.

Event Strategy & Coordination
Planning and executing fundraising events, from small donor receptions to large galas, auctions, etc.

Event Sponsorship & Ticketing Strategy
Assisting in securing sponsorships and designing ticketing strategies to maximize event revenue.