Our Services

Our engagements are fully customizable based on your needs and budget, ranging from a one-time project to a multi-year commitment.

Advancement Appraisal 

Each engagement begins with an Advancement Appraisal that ensures we understand your organization's unique position in its fundraising journey.

  • Organizational history and mission analysis

  • Assessment of goals, needs, and fundraising challenges

  • Budget and financial stream evaluation

  • Comprehensive review of marketing and communications

  • Current development strategy effectiveness review

  • Stakeholder interviews with Board and key donors

Strategic Development Planning 

We conduct a thorough 360-degree review of your development strategy and calendar to craft a transformational single or multi-year development plan.

  • Comprehensive stewardship strategies and appeals management

  • Strategic events planning and operational systems implementation

  • Effective donor segmentation and engagement approaches

  • Major gifts program development and annual fund planning

  • Program outcomes tracking and reporting protocols

Major Gifts & Grant Writing 

Our comprehensive grant writing and major donor prospecting program delivers consistent results through methodical follow-through, analysis, and outcome reporting.

  • Strategic relationship cultivation with foundations and major donors

  • Persistent follow-up and relationship management systems

  • Comprehensive constituent giving history analysis

  • Grant calendar management and compliance oversight

  • Trend analysis to identify growth opportunities

Annual Fundraising

We collaborate with leadership to design customized annual giving programs aligned with your organization's mission, goals, and resources.

  • Data-driven donor analysis for community-based giving programs

  • Strategic timelines aligned with community moments

  • Detailed stewardship plans and multi-channel communications

  • Regular performance reporting and donor segmentation

  • Database management and gift processing support

Capital Campaign
Feasibility Studies 

We partner on comprehensive studies examining your initiative's rationale, leadership needs, and constituency capacity to ensure campaign success.

  • Assessment of initiative potential and leadership requirements

  • Key prospect identification and capacity analysis

  • In-depth stakeholder interviews and community assessment

  • Determination of appropriate fundraising goals

  • Recommendations for phased implementation approaches

Capital Campaign Management 

We provide end-to-end campaign implementation services, from planning through successful completion and follow-up.

  • Campaign strategy development and case statement creation

  • Major donor identification and cultivation planning

  • Progress monitoring and performance tracking

  • Donor stewardship protocols and recognition programs

  • Campaign closure and transition planning

Transitional Support

We offer comprehensive support during organizational transitions.

  • Interim/Fractional Director of Development placement

  • Advancement team assessment and systems optimization

  • Permanent staff recruitment assistance

  • Leadership development and board training

  • Change management and capacity-building support

  • Personalized Workshops & Coaching Sessions

Special Events 

Our experienced team provides end-to-end event support, including strategic planning, marketing, and donor cultivation.

  • Strategic event calendar development and sponsor cultivation

  • Comprehensive communication planning and marketing

  • Auction management and prospect cultivation strategies

  • Post-event follow-up and relationship development

  • ROI analysis and performance metrics