Providing Services To You And Your Organization

For Non-Profit Organizations

Fundraising Services include:

  • Fundraising assessment
  • Fundraising planning including all campaigns, and staffing and infrastructure recommendations
  • Annual appeals and major gifts campaigns

Governance Services include:

  • Assessing and revising governance practices and by-laws
  • Board assessment and development

Planning Services include:

  • Strategic planning
  • Organizational planning

Facilitation and Training Services include

  • Fundraising training
  • Board training
  • Facilitating board meetings and retreats
  • Facilitating and analyzing focus groups

Coaching Services

  • Coaching and advising executive directors, directors of development and board presidents

Partnered Services:

By collaborating with other professionals in the field, I also offer the following services:

  • Board compliance and legal services
  • Fundraising technology
  • Planned giving
  • Prospect Research

For Funders

Policy Services include:

  • Developing philanthropic policy for foundations and individuals/families
  • Meeting and retreat facilitation

Grant-making Services include:

  • Developing grant-making procedures and guidelines
  • Strategic review of grant-making
  • Proposal Evaluation

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