Our Services

  • Development Discovery Assessment

    Understanding Your Current State & Charting Your Path Forward

    Timeline: 6-8 weeks

    Before prescribing solutions, we assess where you are. Our Development Discovery Assessment provides comprehensive evaluation of your advancement capacity, identifies gaps and opportunities, and creates a data-driven roadmap for growth.

    What's Included:

    • Board structure and engagement assessment

    • Donor portfolio analysis across all giving channels

    • Fundraising systems and process review

    • Technology stack assessment and recommendations

    • Case for support and messaging evaluation

    • Financial systems and budget review

    • Staffing and capacity evaluation

    Deliverable: Comprehensive report with prioritized recommendations, fundraising roadmap, and 2-hour presentation to your board and leadership team.

    Why This Matters: Every follow-on service is tailored to findings from your assessment. This ensures our recommendations are grounded in your unique organizational context, not generic best practices.

  • Campaign Planning & Feasibility Study

    Determining Campaign Readiness & Building Your Blueprint

    Timeline: 3-6 months 

    Considering a capital or comprehensive campaign? Before launching, you need to know if your organization is ready and what goal is achievable. Our feasibility study provides honest assessment of campaign viability and creates your blueprint for success.

    What's Included:

    • Confidential prospect interviews with 15-25 key stakeholders

    • Internal readiness assessment (board, staff, systems)

    • Campaign goal and timeline recommendations

    • Volunteer structure design (campaign cabinet, committees)

    • Gift range chart and named giving opportunities

    • Solicitation sequence and strategy

    • Campaign communications plan outline

    Deliverable: Feasibility study report with clear go/no-go recommendation, detailed campaign blueprint, and volunteer recruitment strategy.

    Best For: Organizations considering major campaigns who need to assess viability and build support before launching.

  • Fundraising Strategic Planning

    Creating Your 3-Year Revenue Roadmap

    Timeline: 3-6 months

    Your mission is growing, but your revenue strategy hasn't kept pace. We develop comprehensive three-year fundraising plans that diversify revenue, build donor pipelines, and create sustainable growth—not just short-term fixes.

    What's Included:

    • Three-year fundraising plan with annual revenue targets

    • Revenue diversification strategy across all giving channels

    • Donor pipeline development and segmentation framework

    • Major gifts program design and implementation roadmap

    • Foundation and corporate partnership strategy

    • Annual fund and sustainer program recommendations

    • Metrics, KPIs, and dashboard design

    • Staffing and resource allocation recommendations

    Deliverable: Strategic fundraising plan with year-by-year implementation timeline, success metrics, and accountability framework.

    Best For: Organizations focused on sustainable annual growth rather than major campaigns, or those needing comprehensive revenue strategy before campaign readiness.

  • Campaign Management

    Full-Service Campaign Execution & Strategic Leadership

    Timeline: 12-24 months

    You've completed feasibility and you're ready to launch. We provide full campaign management from quiet phase through public celebration—donor cultivation, solicitation strategy, volunteer coordination, and the strategic leadership needed to reach and exceed your goal.

    What's Included:

    • Full campaign execution and strategic leadership

    • Donor identification, qualification, and cultivation strategy

    • Major gift solicitation planning and support
      Volunteer recruitment, training, and coordination

    • Campaign communications and stewardship

    • Progress tracking, reporting, and board updates

    • Staff coaching and capacity building throughout

    Deliverable: Successful campaign completion at or above goal, with strengthened donor relationships and enhanced organizational capacity.

    Best For: Organizations that have completed Campaign Planning & Feasibility and are ready for full execution support.

    Prerequisite: Campaign Planning & Feasibility Study required before proceeding to Campaign Management.

  • Case Statement

    Articulating Your Impact & Compelling Donors to Give

    Timeline: 4-12 weeks

    Your mission is compelling, but your messaging isn't landing. We develop donor-centered cases for support that clearly articulate your impact, differentiate your organization, and inspire giving at all levels.

    Three Service Levels:

    1. Review & Recommendations
      Evaluate existing materials and provide strategic recommendations for improvement. Includes written feedback and 1-hour presentation.

    2. Case Refresh
      Update existing case with new data, impact stories, and refined messaging. Includes multiple formats and board training on messaging.

    3. Full Development
      Complete case development from scratch, including stakeholder interviews, impact research, multiple donor-facing formats, FAQ documents, and comprehensive staff training.

    Deliverable: Complete case for support package with multiple formats (executive summary, full narrative, FAQs), supporting materials, and presentation training for board and staff.

    Best For: Organizations with outdated messaging, preparing for campaigns, or experiencing donor confusion about impact. Often paired with Campaign Planning or Strategic Planning.