Fundraising.

Whether you need a full fundraising strategy or just call sheets, we offer customized services that fit your needs. We determine individualized outreach plans for each potential donor by utilizing previous giving history, proprietary knowledge of the donor’s motivations and other donors’ peer-to-peer relationships. Our specialties include:

• Donor portfolio management

• Finance strategies

• Finance plans (map development and execution)

• Donor packet material creation and assembly

• Prospective major donors and bundlers identifications and procurement

• Lapsed donor re-engagement

• Call lists and tailored ask design

• Invitation design

• Guest list tracking

• Pledge and contribution tracking

Event Planning.

Let us take care of planning your next event. From start to finish, we’ll work with you to make your vision come to life. Some of the events we’ve planned in the past include:

• Private dinners

• Breakfasts

• Cocktail receptions

• Steering committee luncheons

• Donor education luncheon series

• Virtual meetings

Strategic Consulting.