Position Your Organization for Success
Without a plan, how do you know where you are headed and how to best attain your goals? We believe that creating a development plan is as important for annual fundraising as it is for a major gift initiative. A comprehensive plan will make fundraising for your organization easier and more efficient. Your plan should be tailored for your particular needs and we are prepared to help you create one that is the perfect fit for you.
Sometimes nonprofit leaders know that their development program needs to be strengthened, but they aren’t sure they can identify the best way to accomplish their goals. An assessment of current fundraising policies, practices, and resources will reveal opportunities for improvement and growth of
your development program that can increase fundraising capacity. We will examine your current systems and procedures and provide you with recommendations for taking your development program to the next level.
Case Statements and Fundraising Communications
A case statement is the essential tool that describes the reason for fundraising to your constituencies. You want your case to be clear and compelling. We believe that it is just as important to have a clear and compelling message in your annual appeal letters and all of your written and electronic fundraising communications and we can help you to develop that message.
What our clients are saying about us...
"Lisa's assessment of our development program, her guidance with fundraising planning and the training session for volunteers was incredibly beneficial. She helped usher the Center into an exciting new phase of development."Anne Sturm (former) Board member, Trinity Jubilee Center
Strengthen Your Base
Annual Giving Programs
Support for your annual fund program is critical to the sustainability of the organization. Whether you have a long history of running an annual fund campaign or have recently instituted an annual fund program, there are always opportunities to enhance your fundraising operations. We have first-hand experience in managing and growing annual giving programs and are equipped to help you do the same for your organization.
Special Event Planning
Often special events are critical to the long term sustainability of an organization – whether as a “friend”raising or fundraising vehicle. What is the best way to introduce events to your organization? How do events fit into your overall development efforts? How should sponsorship benefits be structured? Do you hire staff to run events or lean on volunteers? These are common questions among nonprofits and we would be happy to explore the answers with you so that your organization can advance. Whether you have a long history of running an event or have recently instituted one as a part of your annual fundraising efforts, there are always opportunities to enhance your operations. We have first-hand experience in managing and growing special events and are equipped to help you do the same for your organization.
Corporate Philanthropy and Sponsorships
What is the best way to introduce a business to your organization? How should sponsorship benefits be structured? What are corporations looking for from nonprofits? These are common questions among nonprofits and we would be happy to explore the answers with you so that your organization can enhance support from corporations.
Seeking support from private and public grant makers is time consuming and often frustrating work, yet grant support can be critical to meeting fundraising goals. We have years of experience in helping nonprofits secure grant support for special projects, as well as for ongoing programs and general operating support.
Planned gifts are donations that can be funded with cash, equity or property and are often among the largest contributions that a nonprofit will ever receive. They may come in the form of a bequest, gift annuity, charitable trust or other gift vehicle. We can show you that promoting planned giving as part of your fundraising strategies is not a daunting task – even for a small nonprofit - and will greatly benefit the organization.
What our clients are saying about us...
“Julie is a force to be reckoned with. I have seen her in action as she organizes and executes fundraising events from golf tournaments to major capital campaigns. When she gets hold of a project or goal, you are guaranteed a successful result.”Maureen Duggan Annual Giving Manager, Maine Medical Center
Empower Your Team
Most nonprofit organizations rely on the good work of volunteers to assist in carrying out their mission and would like their volunteers to be skilled in fundraising. We have provided volunteer training on numerous fundraising topics. We can help you to better prepare your volunteers for face-to-face solicitations, growing your fundraising events, and becoming confident and capable in their fundraising tasks.
Professional development in fundraising is important for nonprofit executives, fundraising staff, board members, and for other fundraising volunteers. If you are looking for professional guidance to mentor your staff, provide occasional support for you or your volunteers, or to give a presentation on a particular fundraising topic, we are ready to assist you.