Fundraising & Development for Libraries, Ministries, Schools & other Nonprofit Institutions – Serve

• Charitable Interest Assessment (Feasibility Study)
• Development Back Office Administrative Services Audit
• Gift Acceptance Policies
• Donor Database Selection
• Major and Planned Gift Campaign Services
• Capital Campaign Management & Guidance
• Endowment Campaign
• Annual Fund Campaign
• Major and Planned Gift Counsel
• Charitable Gift Annuities
• Charitable Trusts & Bequests
• Gifts of Business Interests
• Gifts of Real Estate
• Gift Menu Development
• Development Team (Staff and Committee) Coaching
• Board Training
• Development and/or Advancement Professional Recruitment

For Individuals & Families – Give

• Private (individual & family) & Community Philanthropy
• Giving Counsel for Individuals and Families
• Donor Advised Funds, Supporting Orgs and Private Foundations
• Grants Management
• Major and Planned Gift Consultation (with your advisors)

For Businesses and Communities – Lead

• Cause Marketing & Branding and Corporate Philanthropy
• Mission, Vision, Values
• Giving Counsel for Communities
• Community Foundation Start-Up
• Gift and Fund Menu Design
• Workplace Giving Campaigns
• Strategic Planning
• Market Research and Program Evaluation
• Brand/Nonprofit Alignment Assessment
• Cause Marketing Program Design and Implementation
• Partnership(s) Development