Services

PROVIDING SERVICES TO YOU AND YOUR ORGANIZATION

For NonProfit Organizations

All non-profit organizations – large and small – face intense competition for philanthropic dollars, whether from individuals, foundations, or corporations. They must be strategic in approach and vigilant in keeping prospects and donors informed about who they are and what they do.

As a consultant, I work with clients to define their missions and strengths so they can communicate their messages effectively. I help them to prioritize their fundraising efforts, mindful of their limited resources. My approach is collaborative – clients and I work together to develop realistic fundraising strategies that work.

Fundraising Services include:

• Fundraising Program Assessment
• Development of Fundraising Plans
• Economic Crisis Fundraising
• Annual Appeals and Major Gifts Campaigns

Services for Boards include:

• Board Analysis and Development
• Board Training
• Facilitation of Board Meetings and Retreats

Planning Services include:

• Strategic Planning
• Focus Group Facilitation and Analysis

Public Speaking and Lecturing

Partnered Services:

By collaborating with some of the most eminent consultants in the field, I also offer the following services:

• Board Compliance and Legal Services
• Fundraising Technology
• Grant Writing
• Planned Giving
• Prospect Research

For Funders

Developing philanthropic policy, procedures, themes, and priorities often requires gathering together people who bring different values and objectives to the table. By combining my long experience in grantmaking with my expertise as a facilitator, I help my clients define philanthropic visions which are uniquely suited to their institutional cultures.

Policy Services include:

• Developing Philanthropic Policy
• Developing Corporate Social Policy Programs

Grantmaking Services include:

• Developing Grantmaking Procedures, Guidelines, and Application Forms
• Strategic Review of Grantmaking
• Proposal Evaluation

Other Services include:

• Board Meeting Facilitation and Retreats
• Facilitation of Focus Groups
• Public Speaking and Lecturing

I have particular expertise in working with organizations, such as public charities, which both fundraise and make grants.