Consulting Service Areas

Annual Giving

Annual giving is the cornerstone of individual philanthropy and an important source of operating support. I would welcome the opportunity to help you establish, review, and/or strengthen your organization’s annual fund by:

  • Conducting a programmatic assessment and recommending enhancements

  • Helping implement segmentation and personalization strategies, leadership annual giving, digital gift officers, direct marketing, volunteer support, stewardship, etc.

  • Advising you as you plan for next year or the next five years

  • Serving an ongoing counsel for the annual fund

  • Holding staff professional development sessions

  • Providing volunteer training

Capital & Comprehensive Campaigns

Through a successful campaign, your organization will secure substantial funding, raise the baseline of ongoing support, and unite around a clear vision. My campaign services include:

  • Conducting an internal campaign readiness review

  • Engaging and preparing board members for the campaign

  • Developing the case for support

  • Conducting an external feasibility study

  • Advising your organization from planning through the final celebration as campaign counsel

Coaching & Training

Whether you are a one-person shop in search of a sounding board, a professional whose responsibilities have recently grown, or a leader who wants to ensure your team has a shared baseline of knowledge, coaching and training can be incredibly valuable. Contact me to discuss your needs for:

  • 1:1 coaching for fundraising and engagement leaders

  • 1:1 coaching and/or training for new or recently promoted employees

  • Group training sessions for your team, key staff partners, board members, and/or other volunteers on annual giving, direct marketing, personal solicitation, campaign fundamentals, stewardship, and more.

Analytics and Reporting

You can be a more effective manager when you have timely access to metrics, reports, and dashboards that are tied to your plans. I’d like to help you get these tools at your institution:

  • Regular updates on progress toward goals and subgoals and meaningful comparisons with previous years’ results

  • Key reports by program area, including staff-conducted solicitations, direct marketing, volunteer activity, and donor and constituent engagement

  • Baseline results from which you can make plans, assess progress, and build for the future

Speaking Engagements

I enjoy sharing my knowledge and experience with others doing this important work, and my audiences enjoy it, too. Please reach out if you’re interested in having me join you at your conference, retreat, or volunteer gathering to:

  • Offer a keynote address

  • Deliver a conference session

  • Serve on an expert panel