Annual Giving Consulting

Annual Giving donors are your most loyal donors supporting your institution year in and year out. How are you cultivating, stewarding and ultimately growing your donor base? What is your donor retention strategy? Does your strategy track ROI and is it driven by data? If you are not certain, it is time to chat to see how I can help.

Advancement Services Consulting

Advancement Services is the foundation to a successful fundraising shop. Is your data accurate and does it provide vital information needed to make decisions? Do you have data reports that are tracking your key performance indicators? Are you maintaining your constituent records? Have you analyzed your gift recording and tax-receipting practices lately? If you need your advancement services office evaluated or help creating data reports let’s chat!

Portfolio Management and Gift Officer Consulting

Identifying prospects that have the means and affinity to support your institution is vital to the success of any fundraising campaign. Do you have tools to identify prospects? Do your gift officers visit 100% of their assignments? How do you measure success of a major gift portfolio? Do you have clear and measurable goals for your gift officers? If you are not sure how gift officers are performing or if you have the right people assigned, let’s chat and fix that!

Major Giving Pipeline Consulting

The biggest fear any nonprofit can face is identifying the next major donor. Do you have practices in place that are identifying your next major donor? Are you stuck in the traditional approaches that are not cost effective in qualifying major donors? Do you have data proven methods to retain your mid-level donors and ultimately move them up the giving pyramid? If you have concerns about your next crop of major donors let’s chat and discuss how I can help you implement proven strategies and address this concern.

Holistic Fundraising Strategies Consulting

Every area of fundraising is connected. Do you have a fundraising plan that is working in unison. Can you answer the question, “when someone gives to our institution I know exactly what happens next?” Do you have clear goals that are attainable and driven by data? If you have goals, how are you tracking them and gauging success? If you do not have a holistic approach to fundraising let’s chat about how I can evaluate your overall efforts and provide insight and strategies to improve your overall plan.