Providing Services To You And Your Organization

For Non-Profit Organizations

Fundraising Services include:

• Fundraising assessment
• Fundraising planning including all campaigns, and staffing and infrastructure recommendations
• Annual appeals and major gifts campaigns

Governance Services include:

• Assessing and revising governance practices and by-laws
• Board assessment and development

Planning Services include:

• Strategic planning
• Organizational planning

Facilitation and Training Services include

• Fundraising training
• Board training
• Facilitating board meetings and retreats
• Facilitating and analyzing focus groups

Coaching Services

• Coaching and advising executive directors, directors of development and board presidents

Partnered Services:

By collaborating with other professionals in the field, I also offer the following services:

• Board compliance and legal services
• Fundraising technology
• Planned giving
• Prospect Research

For Funders

Policy Services include:

• Developing philanthropic policy for foundations and individuals/families
• Meeting and retreat facilitation

Grant-making Services include:

• Developing grant-making procedures and guidelines
• Strategic review of grant-making
• Proposal Evaluation

I have particular expertise in working with organizations, which both fundraise and make grants.