Services

A Full Circle Approach

• Fundraising and Fund Development
• Audits and assessments
• Annual giving
• Capital campaigns
• Planned giving
• Grant and proposal writing
• Effective case statements
• Strategic planning
• Capacity and planning studies
• Board development and governance
• Risk Assessments

Assessments

Sometimes an organization needs to pause to assess where it has been and how it can move forward with its fundraising plan.   Conducting a 360 review can serve your organization in numerous ways, from auditing current performance, assessing risks, informing your strategic direction, and serving as the basis for a new or renewed fundraising plan. There are several pillars of assessment, from the organization’s case, resources, donor history and prospects, to leadership.   A comprehensive assessment through an independent lens provides the perspective and analysis you need to realistically understand your strengths and weaknesses.

An assessment…..

• Helps develop a plan to advance your goals
• Enhances your connections with donors and stakeholders
• Assesses key risks and opportunities
• Helps move you forward with success