My Services

Successful fundraising is about building and managing relationships. While that may sound easy, there is a lot that can go wrong. A great deal of thought and energy is required to lay the groundwork for a successful development program. I offer my experience as a means of helping you get there more efficiently than you might on your own.

I can work with you to assess your organization’s fundraising capacity and create a comprehensive development plan, or we can focus on specific areas of interest. Below are some of the services I offer. I am happy to discuss your specific circumstances and goals.

  • Conducting a development audit

  • Creating a Fundraising & Development Plan

  • Writing a case for support

  • Writing brochures, reports or web content

  • Creating a case for support for each program or service area

  • Building an organizational culture of philanthropy

  • Providing training for staff and board members

  • Coaching for executive directors, development directors and communications directors

  • Creating budgets that improve fundraising success

  • Adopting a method for allocating indirect expenses

  • Structuring a comprehensive fundraising program

  • Measuring development capacity

  • Managing development information

  • Creating a donor stewardship plan

  • Researching, segmenting and qualifying major donors

  • Conducting donor or customer surveys

  • Creating informative development reports

  • Measuring success (Key Progress Indicators)

  • Establishing policies that support development functions

  • Establishing a planned giving program

  • Cultivating new donors

  • Conducting an end-of-year fundraising campaign

  • Accessing development tools and resources

  • Staffing your development program

  • Creating a Communications Plan that supports development success

  • Setting up an electronic news template to communicate with donors

My first meeting with a potential client is free of charge. We'll discuss your needs and see if there's a fit.