Evaluation and Assessment

We evaluate your past fund raising performance, giving data, staffing, processes, and budgeting.  We assess your program’s strengths, identify opportunities for improvement, and tell you exactly what it will take to reach the fund raising goals you envision.

Feasibility Study

We help you craft your story and then engage prospective donors and key stakeholders to guide your campaign planning.

Strategy Development and Action Planning

Based on our assessment, we work with you to develop growth strategies, action plans, and implementation timelines for your revamped individual giving programs.


We coach your nonprofit’s executives and fund raising professionals to ensure they have the necessary tools and counsel to implement new individual giving plans and fulfill their roles as chief development officers of their organizations.

Prospect Identification and Management

We identify the best donor prospects among your key stakeholders: individual, foundation, corporate, organizational and public. Then we design individualized strategies, plans and timelines to engage each prospect in a deeper relationship with your organization.

Board Training and Development

We work with your volunteer leaders to help them become more active participants in your fund raising programs by providing them with the training, tools and support they need to be more confident, effective fund raisers on your behalf.

Campaign Planning and Implementation

We craft a realistic roadmap for your capital campaign, guide you through preparation and coach you throughout your capital campaign.


We work with your staff and volunteers to make the most of your success by establishing an effective fundraising plan for the months and year following your capital campaign.