Major Gift Fundraising

Focus Your Staff on Raising More Money will work with you to develop clear, concise, results-focused job descriptions and metrics for each of your staff. We will work with each person to create a fundraising operational plan for the balance of this year through the end of your next fiscal year. And, we can provide all-hands staff fundraising training to build a common language.

In addition, we can provide individual coaching to help every staff member reach their full potential. We can shape productivity dashboards to share with executive leadership. Great fundraising is a team effort – all managers and staff including doctors, faculty, teachers, and scientists can be trained to play a role in motivating donors to make an investment in your organization.

Get Ready for a Successful Capital Campaign founder Tom Wilson has worked as resident campaign counsel, as interim campaign director, as ongoing campaign counsel, and has turned around many stalled capital campaigns. With these insights knows how to prepare and design campaigns guaranteed to be successful.

Conduct Fundraising Assessments can conduct a snapshot audit of your current annual fundraising program to review the impact of each aspect of your fundraising revenue stream. This will help you to focus staff work, boost your ROI, and make the case to administration to provide additional resources to your office.

Engage Your Governing and/or Foundation Board Members in Fundraising has proven techniques to train board members to fulfill their roles in fundraising – champion, connector, and/or closer. We can facilitate board retreats as well as provide spot training at board and other volunteer leadership meetings.

We do strategic planning at the board and staff level and can refresh your board structure and meetings through best practices customized to fit your organization.

Polish Your Major Gifts Case for Support Pitch

Having a compelling story for donors to demonstrate your organization’s impact on your community has always been important. In the tough times we’re in now, donors will hear many compelling asks for support. can work with you to create dynamic case for support pitch decks supported by your website.

Campaign Counsel

Whether we’ve helped you get ready to campaign or not,, can provide campaign counsel to help guide you and your staff to ensure a successful campaign. are turnaround specialists with decades of capital campaign experience. We can serve as a trusted guide to assist you and your fundraising staff, management team, and fundraising volunteer leadership.

COLOS – Consulting On Line and On Site

To help you and your institution offers flex consulting on line and, when needed, on site. Our objective is to speed up response time, minimize travel expenses, and most importantly, maximize your major gift revenues.

For more information about any of our services contact us at [email protected].