Case Study 1: European Organization
Assessing the feasibility of US fundraising expansion
For an arts organization headquartered in the D-A-CH region (Germany, Austria, Switzerland), Tanja Sarett evaluated the feasibility of its planned investment in an expanded US fundraising program.
The assessment began with an evaluation of the US fundraising efforts to-date. Tanja and her colleagues then developed a written Case for Support and messaging for the US market which they used as the basis for in-person and phone interviews with US board members, past and current major donors, as well as major gifts prospects.
The engagement resulted in a comprehensive report of findings and ten concrete action steps for the first year to boost the organization’s US fundraising program and create a sustainable US presence.
Case Study 2: Startup NY-based Holocaust Museum
Defining an institutional giving strategy and roadmap
Tanja was hired by the CEO of a new Holocaust Museum in New York City to develop a strategy for raising funds from foundations.
The scope of work focused on identifying a list of top institutional prospects. Tanja applied a prospect research methodology that involved separating funders into two groups: those with a track record of investing in similar areas, and those whose past giving suggested compatibility with the mission of the new museum. She developed a set of specific and creative criteria to unearth and match institutional funders aligned with the museum's mission.
Over the course of the research project, Tanja was able to identify a diverse list of qualified institutional funders ranging from professional foundations to family foundations. She proposed a targeted strategy to engage and cultivate different segments of funders in different ways appropriate to those funders. In particular, she outlined opportunities to fully integrate fundraising from family foundations with the organization's critical major gifts efforts.
Case Study 3: Harold Grinspoon Foundation (HGF)
Maximizing impact for a funder in New York City by developing a new model
Working with a cross-departmental team, Tanja Sarett took on a lead role in planning and implementing a new business model in New York for Harold Grinspoon Foundation’s lead philanthropic program, PJ Library.
The goal was to double the reach of families engaged in the NYC PJ Library program to 40,000 and increase region-wide impact. This required shifting from having a network of 100 organizations raise money for and manage the program to having HGF be completely responsible for financing and managing the largest program in North America, while using partner organizations as service delivery sites.
Tanja established all the systems and processes to accommodate this major strategic shift. She also led the team’s communication strategy that kept 100 New York City organizations and 21,000 parents engaged and involved in the program through the transition to the new business model.
Case Study 4: Holocaust Museum & Study Center
Rebuilding donor and public confidence during the Great Recession
Tanja Sarett assumed the role of Executive Director during the height of the recession in 2009 and after the organization’s public brand was impacted by her 2 predecessors’ short tenures.
Tanja quickly recognized that in order to stabilize the museum’s fundraising efforts, investments were needed across the entire organization. During her three years at the museum, Tanja introduced professional fundraising and financial management systems, invested in donor cultivation and stewardship, initiated new fundraising and visibility campaigns, and developed new, relevant programs.
Working collaboratively with board leadership and staff, Tanja led the Museum to significantly increase donor satisfaction, contributions, and impact on its community and increased its profile in the region. This led Rockland Community College to invite the Museum to relocate to its campus as a permanent location.
Case Study 5: The Abraham Fund Initiative
Improving development outcomes by finding hidden assets
Tanja Sarett was hired at The Abraham Fund Initiatives (TAFI) to manage the annual Coexistence fundraising gala in New York City. This quickly expanded into other development projects.
Working with the CEO/President and Director of Development, Tanja leveraged the gala as a fundraising driver and donor engagement tool, as well as a critical awareness builder. It was THE opportunity for US donors to hear voices from Israel and a compelling keynote speaker. In producing the gala and examining current and past attendance, Tanja quickly spotted other opportunities for TAFI to increase its revenue, especially in the major gift area.
With the CEO and DOD’s blessing, Tanja introduced advanced prospect research methodologies to the organization to improve prospect identification and donor solicitations. This set up TAFI to better cultivate potential big donors.
Case Study 6: International March of the Living
Exceeding goals with visibility, networking and digital tools
Tanja Sarett was hired to help organize the first large-scale adult participation in the international mission to Poland and Israel in 2005, the 60th anniversary of Holocaust Remembrance Day (Yom Ha’Shoah). The goal was to have 18,000 adults and high school students attend the multi-day commemoration at Auschwitz.
Before 2005, most attendees were high school students and survivors, and the overall group was 10,000. Tanja’s extensive experience in Holocaust education in Germany meant she could reach and engage groups in the U.S. and Europe that had adult audiences who would be attracted to this special event. Using her PR background and experience overhauling websites, Tanja spearheaded the launch of the “March of the Living 2005” website.
Working with senior leadership of MOTL and organizations in the U.S. (e.g. U.S. Holocaust Memorial Museum in Washington, DC), Europe (e.g. ADL), Canada and Israel, and with the German Bundestag, Tanja exceeded the goal, helping bring more than 20,000 participants to Auschwitz on Holocaust Remembrance Day.