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