Services & Offerings
Organizational Health & Evaluation
Organizational health and fundraising success go hand-in-hand. We partner with you and your team to initiate a “whole shop approach” that accommodates your immediate and longer term needs. We audit and evaluate revenue patterns, data, and culture to pave a comprehensive, results-based, certain way forward.
Vital Signs Assessment
We assess four key areas to determine how your organization compares to the healthiest philanthropic cultures; this allows us to prescribe short, mid- and long-term strategies for your organization to achieve greater philanthropic fitness.
Customized Assessments
Areas that impact philanthropic outcomes include:
- Advancement operations
- Alumni relations
- Annual funds
- Board relations
- Constituent relations
- Donor relations
- Events
- Gift processing / acknowledgement
- Institutional positioning
- Major gifts
- Planned gifts
- Stewardship
- Volunteer engagement