What We Do

We look forward to working with you to advance philanthropy in your community through purposefully connecting stakeholders to your mission.  We succeed only when our clients succeed. Please read our list of services below and determine which projects apply to your needs.

Consulting Services

Fundraising Feasibility Study
Test the readiness or feasibility of your campaign.

Capital Campaign Organization + Management
Organize and manage campaigns of all sizes from $1,000,000 to $300,000,000.

Developing a Fundraising Resource Development Plan
Development of a program to establish yourcurrent and/or future fundraising capacity.

Planned Giving
The Futures Program: enhance your organization’s financial security through planned giving vehicles.

Major Giving
Develop donor strategies to maximize your fundraising potential.

Review + Develop the Annual Campaign
n-depth review of your annual campaign and a plan to expand it.

Advancement Planning

SWOT Analysis + Mini Fundraising Strategic Plan
Strategic planning through a SWOT analysis and recommendation of a strategy to build fundraising capacity.

Fundraising Training for Staff
Solicitation training in annual, major gifts or campaign requests.

Developing an Elevator Speech for Board Training
Board training around developing an elevator speech for each Board member.

Creating and Testing a Needs Assessment
Creating a comprehensive analysis of the current needs.

Communications, Publications + Marketing

Proposal and Grant Writing
Marketing and Communications
Case Statements
Concept Papers
Public Relations
Speakers Bureau
Social Media
Marketing Plans


Prospect + Donor Identification and Appraisal Program
Review + Appraise your donor base for major gifts.

Research and Profiles for Prospects + Donors
Comprehensive research profiles on individual, corporate and foundation prospects and donors.