Services we provide

Transformational fundraising campaigns

A Fundraising Campaign is the most effective way to rapidly achieve the transformational vision of your organization.

In serving over 1,000 past clients and helping them raise over $4B we have mastered our signature method and process to help guide you successfully through your fundraising ambition.

Transformational strategic planning

Nothing is more important to any organization than staying clearly focused on the core elements of your business and knowing exactly where you want to go. A strong purpose never changes and serves as motivation to team members/employees when accomplishing the mission and vision feel out of reach. These are critical statements to your success. And, given the speed and magnitude of change you will need to refresh your plan on a regular basis.

Donor data strategy

The goal is to turn data into information and information into insight” - Carly Fiorina, Former executive, president, and chair of Hewlett-packard Co.

In the past decade we’ve seen data become the most valuable resource in the world, yet charities have not assigned nearly the same value to donor data. 

Foundation Management

Given our deep experience in charitable giving, it was only a matter of time before one of our clients’ donors approached us to help guide their charitable giving. Fulfilling that role was an extremely interesting and exciting process. To be help a philanthropist to do more good in the world is incredibly fulfilling.

Corporate giving program

The difference between highly profitable and mediocre company performance is based on a number of key variables – relevant core products and services, smart financial management, and a highly engaged and talented workforce. The first two aren’t easy by any means, but possessing a highly engaged and talented workforce is pivotal.