Fundraising Strategy and Planning | Major and Individual Gifts | Institutional Giving
Assess effectiveness of your existing fundraising operation and administration, and recommend additions to or shifts in your fundraising activities.
Resource Development Strategy and Plan:
Create an overall development strategy and plan to achieve your revenue goals.
Case for Support:
Build the case for support of your overall mission and flagship programs, including defining your unique value proposition, as well as articulating past impact and anticipated future impact.
Train and coach your development team members to take on new functions and to tell your organization’s story more effectively.
Conduct feasibility studies for various potential fundraising campaigns, e.g. your capital campaign, annual campaign, and major gift campaign. Based on the research and findings recommend how best to conduct a successful campaign.
FUNDRAISING STRATEGY AND PLANNING
Assess your existing major giving program and/or potential.
Major & Individual Giving Strategy and Plan:
Recommend donor-centered solutions and strategies for launching or expanding your major giving program:
Donor and prospect cultivation
Board and volunteer engagement
“Moves management” (process of moving donors to higher levels of giving)
Conduct prospect research and wealth screenings to identify a donor’s potential for making a major gift to your organization, program or campaign, and to develop a donor pipeline.
MAJOR AND INDIVIDUAL GIFTS
Priority Setting & Strategy:
Develop strategy for gaining funding for your overall mission as well as specific programs and initiatives of your organization.
Research and evaluate potential institutional funders, both foundations and corporations for your organization and/or program.
Review and guide revisions of grant proposals and prepared by your team.
Coach and guide your staff on fulfilling reporting requirements and cultivating positive ongoing relationships with funders.