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


  • 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