Customized Consulting

Succeeding in a community-based capital campaign can feel overwhelming: capital  campaigns are complex, nuanced and have many moving parts. We combine traditional campaign models and fundraising best practices with newer approaches designed to reach your community’s target donors. We help you raise the bar on your fundraising program in general so you’ll be in a position to both reach your campaign target and position yourself for success when the campaign has concluded. If you think we would be a good fit for your campaign, please get in touch

Would you love to focus more on foundations, but lack the time or capacity to get it done? Let us develop and drive a fruitful foundation giving campaign for you. We put it all together and set it in motion, via:

• The development of a compelling proposal template
• The identification of prospective foundation donors
• The creation of customized and personalized proposals – that uniquely resonate with each donor we target

Starting a formal planned giving program doesn’t have to be complicated. Let us take the pressure off and get it powerfully in motion for you.

We get to the heart of your organization’s potential for planned giving: bequests.  We will: 

• Create a simple, stripped down program that can be managed within the limited staff resources you have
• Help you meaningfully engage your most loyal donors through an authentic and simple approach
• Integrate new research on bequests

You have great stories to tell. But do you need help telling them in a compelling and actionable way? Look to us to develop a powerful, multi-channel, direct marketing program to ensure you reach and engage donors.

Our direct marketing campaigns include:

• Clear and compelling content development, on paper, email and in social media
• Segmentation & audience targeting
• Strategic exposure on the channels that will maximize donor reach

Your organization does great work. You help change the world. You know it, you get it – but what about people outside of your organization?

A good case statement is foundational to your success. It will be the basis for your marketing materials, proposals, web site and every important conversation you have about your organization.

If it’s that important… let us help you get it right!

Let us powerfully articulate exactly what your organization does to inspire people to:

• sit up, take notice and rally to your cause
• donate generously to your campaigns and enthusiastically support your programs
• help you achieve your mission!

Research is confirms that investments in meaningful stewardship can generate new and greater fundraising revenue by engaging and appreciating donors. Because who doesn’t want to feel appreciated? Working together, we will create a customized stewardship plan that:

• Puts systems and processes in place to make it easier for you to reach and thank donors
• Develop creative and meaningful ways to reach out to your donors that are unique to your organization - in person, on paper or digitally
• Engage your organization’s leadership in a meaningful way.

When a donor visits your website to make a donation they will compare their giving experience to every experience they have ever had online. In an era of automation, one-click purchases and mobile optimization, it is critical your digital giving experience is designed with the user in mind.
Incorporating industry best practices, we will help you review your online giving and digital assets to ensure your donors have a seamless experience that will ensure their support time and time again.  Regardless what tool you are using, we will help:

• Assess your existing website, online giving pages and overall digital fundraising strategy
• Make recommendations for how to improve the donor experience and increase donations
• Streamline the way you are currently collecting donations
• Ensure your online giving experience is strategically aligned with your philanthropic goals