Services

RESOURCE DEVELOPMENT

Development Audits: We perform internal and external review for organizations wanting to start a development program, augment current efforts, or plan for future success.

Feasibility Studies: We measure the climate for a campaign or development appeal, including public awareness, willingness to pledge significant support, and future funding opportunities.

Campaigns: We help develop a case statement, recruit leadership, motivate volunteers to achieve a successful fundraising outcome, and build a solid base for further fund development.Direct Mail: We help you evaluate your potential for direct mail appeals, develop a plan to reach both active donors and new donors, write letters and other materials for direct mail pieces, help you manage the process, and report results to evolve the best direct mail strategy over time.

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FOUNDATION MANAGEMENT 

Foundation Structure: We work with you to build a structure that will maximize your charitable focus and impact.

Philanthropy Management: We help you fulfill your mission by developing requests for proposals; qualifying, prioritizing, and presenting funding requests for review and approval; and monitoring terms and conditions of all ongoing grants.

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BOARD/EXECUTIVE DEVELOPMENT

Board Development, Education and Training: We work with your board to maximize its effectiveness, create position descriptions, and define expectations.

Strategic Planning, Business and/or Succession Planning: We work with senior staff and board members to develop a plan with measurable goals, strategies, action items, and timelines.

Executive Mentoring and Coaching: We help organize team meetings to be effective and results-oriented through a customized approach which ensures the outcomes you expect.

Team Development and Human Resource Management: We assist with the development and monitoring of performance goals with position descriptions, performance appraisal tools and processes, and online survey tools.

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BUSINESS SUCCESSION PLANNING

Strategic Planning and Leadership Development: We identify the strategies and goals for the future, and the roles of retiring principals, the board, and other key employees before, during and after transition.

Communication and Succession Plan: We create the road map which outlines the process, steps, and timeline for communicating important transitional issues and for guiding your business through this critical time.

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COMMUNICATION AND MARKETING SERVICES

Marketing Materials: We work with clients to create identity materials.

Content Development: We write cases statements, prospecting letters, newsletters, e-letters, training materials, web pages, and anything else needed for development campaigns

Marketing Services: We manage direct mail campaigns and e-mail and website campaigns, offering creative content, direction, and solicitation assistance.