TRAINING
The involvement of the board of directors is crucial to an organization's fundraising success, but many board members feel ill-equipped to play a role in fundraising.
Trainings offered:
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Individual Giving 101 - an overview of how and why we raise money from individuals
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The Reluctant Fundraiser - an interactive workshop to help reluctant board members examine the source of their discomfort around fundraising and let go of their fears
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Beyond Asking - a training to motivate and empower board members to embrace the many ways they can contribute to your organization's fundraising success
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Building a Culture of Philanthropy - a training for non-fundraising staff to understand and gain comfort with the role that philanthropy plays in delivering your mission, and learn concrete ways in which they can help
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Customized board or staff training - got a specific need in mind? Get in touch to discuss how I can help.
COACHING
1:1 or group coaching for CEOs, Executive Directors, Development staff members, or board members to learn and hone asking skills or create results driven fundraising plans.
CREATING A FUNDRAISING PLAN
It all comes down to writing a good plan, and working the plan. If you’ve never written a development plan, I can help. If you’ve got one that needs some dusting off, I can bring fresh, expert eyes. Let’s build a results-driven, donor-focused plan that brings sustainability and growth to your mission.
Need help with just a subset of your work? I can help create a plan for acquisition, cultivation, solicitation, stewardship, or creating a mid-level, major, or planned giving program.
PLANNED GIVING
With the historic transfer of wealth happening right now, you can't afford not to be engaging your donors in planned giving. I can provide program planning, including:
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how to get started
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infrastructure needs
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how to identify estate giving prospects
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how to broach the topic
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how to steward these special donors
I can also make connections to technical advisors to help with specific, advanced planned gifts.
DATA PLANNING, PROCEDURES, IMPLEMENTATION, MAXIMIZATION
Operations are a passion for me! Need help figuring out how to get the most from your database? How to tighten your recordkeeping and receipting processes? How to write a database policy manual that works for your organization? How to track activity in a way that is easily reportable? I can help!
ONGOING STRATEGIC COUNSEL
Retainer plans are available for the organization that needs an expert in its back pocket.
DON'T SEE YOUR NEED HERE?
Get in touch. I'd be happy to discuss any projects you have in mind.
