Services Offered

Based on a client’s budget, available resources, expertise needs and other factors, We offer a broad range of modularized services tailored to each client. Among our offerings are:
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• Annual Fund Planning Documents
• Annual Fund and Broad-Based Support Programs
• Annual Reports
• Board Development and Training
• ​Board Planning Retreats
• Budgets, General Operating and Programmatic
• Corporate, Foundation and Government Grant Strategy and Proposals
• Direct Mail and Email Solicitations
• Donor/Constituency Communications
• Events Consultation and Planning
• Fund Raising Program Reviews
• Gift Acknowledgements and Donor Recognition
• Individual Personal and Video Solicitation Meetings
• Major Giving Programs
• Major Gift Strategy and Solicitations
• Management and Budget Reviews
• Online Donation Strategy and Implementation
• Prospect Lists and Research
• Planned Giving Programs and Legacy Societies
• Capital Campaigns and Planning Studies
• Reporting Assistance
• Strategic Planning
• Strategic Planning Retreats
• Web Site Review and Feedback
• Web Design and Development

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