Advancement Planning

Let’s think big about the future of your organization—and how philanthropy can make it possible.  From institutional visioning and strategic planning for the success of your organization and fundraising program to board development, training, recruitment and other governance matters, we help you chart a path to greater impact and sustainable success.

Over the past six years, we've counseled hundreds of nonprofits making a plan for their future, including the Adventist Medical Center, United Way of Metropolitan Chicago, Courage Center and many others.

Interested in our services? Please contact us.

Development Assessments

You have potential. You just want to know how to reach it. 

Our development assessments examine your fundraising programs top to bottom, using both quantitative and qualitative methodology to help you prioritize your staff and monetary resources, make a plan for your organization’s future, and grow to reach your fundraising potential.

Over the past six years, we've conducted more than 170 development assessments, working with nonprofits across sectors and across the nation — from the Goodman Theatre, to the National Park Foundation, to Saint Mary's College.

Interested in our services? Please contact us

 

Campaign Planning Studies

Our campaign planning studies don’t just test the feasibility of your fundraising goals—they engage your staff, leadership and prospective donors in a discussion about what you’re trying to accomplish and how to get there. Through qualitative conversation with your key stakeholders, quantitative data analysis and focused case development we collaborate with you to develop a roadmap to success.

Since 2008, we've conducted more than 400 campaign planning studies, working with organizations pursuing their first major fundraising initiatives, helping nonprofits like the Kansas City Ballet reinvigorate stalled campaigns, and guiding organizations with a history of fundraising success like Marin Country Day School and the Indiana State University Foundation as they pursue their most ambitious campaigns to date.

Interested in our services? Please contact us

Campaign Counsel

You're ready to take the first step toward an exciting future for your organization. Let's work together to make it happen. 

Throughout a major fundraising campaign, our hands-on guidance and support takes many forms: recruiting volunteers to advocate for you in the community; training your staff in the art and science of cultivation and solicitation; identifying your best prospects and brainstorming the best ways to capture their hearts and minds.

From the initial operating plan to the gift that gets you to your goal, we're here to support, strategize and celebrate. And over the past few years, we've had the good fortune to do so with nearly 1,000 nonprofits, including the Adler Planetarium, the Alzheimer's Association, YMCA of the USA, the San Francisco Opera and many others.

Interested in our services? Please contact us

Annual Giving

Your annual fund is the lifeblood of your operations.

Our team of current and former frontline advancement officers can help advance every aspect of your annual giving program—the lifeblood of daily operations and base on which all other philanthropy is built. As the only national fundraising consulting firm with a team of adjunct annual giving specialists, we can analyze and assist with every aspect of your program, from materials and calendars to plans and strategies. 

Over the past six years, we've worked with nearly 100 nonprofits to improve their annual giving strategies and practices, including Ohio University, Marquette University, the School of the Art Institute of Chicago and many others.

Interested in our services? Please contact us

Major Giving & Planned Giving Counsel

Whether you and your staff are starting your organization's first major giving and planned giving program, or you're seeking counsel as you stretch for an ambitious goal, our team can help you craft the right fundraising policies and plans for your organization, identify and evaluate potential donors, develop cultivation and solicitation strategies that get gifts—and the stewardship plans that keep donors engaged. 

We've provided this specific type of counsel to hundreds of nonprofits, including the Seattle Symphony, the Marine Corps Scholarship Foundation, Good Samaritan Hospital, Tau Kappa Epsilon Foundation, St. John's College High School and others.

Interested in our services? Please contact us

Interim Management

Leadership transitions are difficult and can impact the progression of your efforts in many ways.

However, the temporary or permanent leave of an advancement or executive staff member should not impact or halt the progression of your efforts. Our team of uniquely qualified and experienced consultants serve to fill an interim role while helping preserve your organization’s fundraising program and ensuring the continuation of its success despite this period of organizational change.

Let’s work together to seamlessly bridge this gap in management and keep your efforts moving forward.

From managing staff to orchestrating your fundraising program and staffing assessments to serving as a liaison between the executive leadership and the Board, we’re here to foster your vision and help drive the organization’s growth. While filling an interim role, our goal is to provide you with a comprehensive evaluation of your organization followed by strategic recommendations that we will also assist in implementing. We’ve helped organizations assess their teams, strengthen their operations, evaluate their progress, and build their future. This service has been provided to a wide array of organizations from various sectors and sizes including the Ronald McDonald House at Stanford, The San Francisco General Hospital Foundation, American Kidney Fund, College of Saint Benedict, The Piney Woods School, and more.

Interested in our services? Please contact us.