Financial Resource Development

financial resource developmentWe specialize in helping small and medium size charities evolve from event planning to annual giving, major gift giving, endowment giving and planned or legacy giving. Working with your Board of Directors and other key volunteers, our goal is to create a financial resource development plan that will allow you to operate your organization today while concurrently building for the future.

As we do with our other services, we review what you are currently doing, recommend changes to improve them where possible and build your next levels of philanthropy. Of course this does not happen overnight, so we work out a time frame suitable to your needs and budget. To the degree required, here are some of the elements that we offer.

  • Grant research; * Database analyses; * Case for giving; * Campaign strategies; * Donor Relationships;
  • Board training & development; * Budgeting; * Website, marketing & social media consultation
  • Legacy development

In all situations, we will create a mutually agreed upon return on your investment, and, if not realized in the prescribed time frame, we will continue to assist you until we reach that ROI. This is our guarantee!

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