We serve with deep expertise in every aspect of major and planned gifts fundraising. These are some of the services we provide:

Major Gifts

• Capital campaign counsel
• Evaluation of current efforts
• Feasibility studies
• Metrics
• Preparation for capital campaigns
• Prospect and donor strategy, management, research, and rating
• Solicitation coaching
• Starting a major gifts program
• Training for volunteers, executives, and staff
• Working with boards, executives, and donors

PLANNED GIVING

• Beginning a planned giving program
• Bequests and estates
• Combination gifts (major gifts with planned gifts)
• Donor-advised funds
• Endowment
• Gift acceptance policies
• Growing an existing or dormant program
• Marketing
• Metrics
• Structured gifts - estates, trusts, gift annuities
• Training and coaching for volunteers, executives, and staff
• Working with advisors and donors