Services and products for
a solid financial foundation
Assessments & Audits
We conduct comprehensive development assessments and audits, including
- Planned giving program audits
- Analysis of current development operations
- Recommendations for improving fundraising
Strategic Planning
We offer comprehensive strategic planning services, including
- Strategic planning retreats
- Coaching staff/board in writing plans
- Designing strategic development plans
Program Development
We design and develop major gift, planned giving, and endowment programs, including
- Gift policy development
- Case statements
- Marketing plans
- Donor stewardship/recognition plans
Board Training
We provide essential skills training for maximizing performance, including
- Board development, board retreats, workshops
- Assistance in policy development
- Coaching board members in donor solicitation
Executive Coaching
We provide services for developing staff members, including
- Hiring and assessing development staff
- Coaching current and new staff
- We coach staff in donor solicitation
Gift Support & Calculations
We offer services for cultivating donor support, including
- Planned giving seminars
- Charitable gift calculations (Charitable Trusts/Annuities)