Audit of current program
Written evaluation of development program with recommendations for the future. Includes assessment of board participation, all fund-raising methods currently being used and donor data base. The completed audit provides a road map to create a fund-raising plan.
Planned giving marketing
Staff/board training in best marketing practices, how to incorporate planned giving into current development activities.
Board retreat facilitation: strategic planning, development planning
Focused plan that targets goals and eliminates tasks that distract from the mission with timeline and responsibilities assigned.
Fund-raising training for staff
Knowledge of staff responsibilities, best practices and how to support board members.
Training for Individuals
Personalized coaching for nonprofit employees, specializing in development strategies, and board and donor relations.
Fund-raising training for board members
Knowledge of board responsibilities. Ability to make introductions, set appointments, begin the conversation and ask for a gift.
Philanthropy strategies for donors
Knowledge of how to evaluate nonprofits.
Create an effective giving program.
Ability to leverage your funding
through partnerships.