Services

Philanthropic Advising

Philanthropic advisors are valuable in various situations when donors require additional support and expertise. Some examples include:

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Time and Focus

When philanthropy demands more time and attention than a donor can dedicate due to busy schedules or other commitments, a philanthropic advisor can provide guidance, manage philanthropic activities, and ensure effective giving strategies are in place.

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Change in Finances

When a donor experiences a change in financial circumstances, such as an inheritance or windfall, a philanthropic advisor can help navigate the complexities of philanthropic giving, providing advice on tax implications, creating a giving plan, and maximizing the impact of the increased resources.

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In-depth Information

When a donor seeks in-depth information about a particular cause or issue, a philanthropic advisor can provide research, due diligence, and expert insights to help the donor make informed decisions about their giving and maximize the impact of their philanthropic dollars.

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Understanding Charitable Impact

When a donor wants to measure and evaluate the impact of their charitable giving, a philanthropic advisor can provide tools ,metrics, and evaluation frameworks to assess the effectiveness of their philanthropic efforts and ensure that their giving aligns with their intended impact.

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Life Events

When significant life events, such as marriage, birth, death, or retirement, impact a family's philanthropic activities, a philanthropic advisor can provide guidance on adjusting giving strategies, engaging the next generation in philanthropy, and creating a meaningful family legacy of giving.

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Legacy Gifts

When a donor wants to design and manage significant legacy gifts, such as setting up a foundation or creating an endowment, a philanthropic advisor can provide expertise in philanthropic planning, legal considerations, and governance to ensure that the donor's philanthropic goals are met in a strategic and impactful manner.

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Fundraising Consulting

Fundraising consultants help guide nonprofit organizations through the aspects of planning and running an effective fundraising campaign. Some examples include:

Strategic and tactical planning

Strategic and tactical planning are vital for non-profits to achieve their mission and maximize their impact. Strategic planning involves setting clear organizational goals, analyzing the external environment, identifying opportunities and challenges, and developing a long-term plan to achieve those goals. Tactical planning focuses on the specific actions, timelines, and budgets needed to execute the strategic plan, including fundraising, program development, marketing, and community engagement initiatives. Together, strategic and tactical planning ensure that non-profits allocate their resources efficiently, engage stakeholders effectively, and measure their impact accurately.

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Capital and other campaign feasibility studies

Capital and other campaign feasibility studies are crucial for non-profits to assess their fundraising potential and ensure successful fundraising campaigns. Feasibility studies involve engaging stakeholders, conducting interviews, and surveys to gather feedback and insights on campaign goals, timing, and donor capacity. They provide non-profits with valuable data and analysis, helping them make informed decisions about campaign strategies, targets, and messaging. Feasibility studies also help non-profits identify potential challenges and opportunities, refine their case for support, and develop effective campaign plans. With a well-conducted feasibility study, non-profits can build a solid foundation for their fundraising campaigns, increase donor engagement, and achieve campaign success.

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Board and executive team coaching

Board and executive team coaching are critical for non-profits to enhance leadership effectiveness and drive organizational success. Board coaching focuses on optimizing board governance, strategic planning, and board dynamics. It helps board members understand their roles and responsibilities, improves decision-making, and strengthens board-staff relationships. Executive team coaching provides leadership development and performance improvement for the executive team, enhancing their strategic thinking, communication, and decision-making skills. It promotes collaboration, alignment, and accountability among executive team members, resulting in a more cohesive and effective leadership team. Board and executive team coaching empower non-profits to achieve their mission, strengthen their impact, and excel in a competitive landscape.

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Fund development audit

A fund development audit is a vital tool for non-profits to assess the effectiveness of their fundraising efforts and identify areas for improvement. It involves a comprehensive review of the organization's fundraising strategies, tactics, and outcomes to identify strengths, weaknesses, and opportunities. A fund development audit provides non-profits with insights into their fundraising performance, donor engagement, and resource utilization. It helps identify areas where fundraising strategies can be optimized, donor relationships can be strengthened, and fundraising outcomes can be enhanced. With the findings from a fund development audit, non-profits can make data-driven decisions, refine their fundraising strategies, and achieve better fundraising results to support their mission and programs.

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Major gifts coaching

Major gifts coaching is a critical resource for non-profits to enhance their fundraising capabilities and secure significant contributions from high-net-worth donors. Major gifts coaching provides non-profits with specialized guidance and training on cultivating, soliciting, and stewarding major donors. It includes strategies for identifying prospective major donors, building relationships, making effective asks, and stewarding donor relationships for long-term engagement. Major gifts coaching empowers non-profits to develop strong relationships with major donors, understand their motivations, and tailor their fundraising strategies accordingly. It helps non-profits build confidence, skills, and strategies to secure transformative gifts that can significantly impact their programs and services. With major gifts coaching, non-profits can leverage the power of major gifts fundraising to achieve their fundraising goals and advance their mission.

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Leveraging technology and innovation

Leveraging technology and innovation is essential for non-profits to optimize their operations, enhance their impact, and achieve their mission in the digital age. Embracing technology and innovation enables non-profits to streamline their processes, improve efficiency, and enhance communication and engagement with stakeholders. It enables non-profits to harness the power of data analytics, automation, and digital marketing to reach and engage donors, volunteers, and beneficiaries effectively. Technology also facilitates online fundraising, donor management, and program evaluation, helping non-profits make data-driven decisions and measure their outcomes. Innovation allows non-profits to explore new approaches, experiment with creative solutions, and adapt to changing environments. It empowers non-profits to leverage emerging technologies, such as artificial intelligence, virtual reality, and blockchain, to solve complex social challenges. By embracing technology and innovation, non-profits can unlock new opportunities, expand their reach, and maximize their impact for the communities and causes they serve.

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Hiring solid development talent

Hiring solid development talent is crucial for non-profits to build and sustain a robust fundraising program. Skilled development professionals bring expertise in donor cultivation, stewardship, and solicitation, and have the ability to build meaningful relationships with donors. They possess strong communication and negotiation skills, and are adept at crafting compelling fundraising strategies and campaigns. Hiring solid development talent ensures that non-profits have the right individuals to execute their fundraising initiatives, secure gifts from donors, and generate sustainable revenue streams. It also allows non-profits to leverage the experience and expertise of development professionals to optimize their fundraising efforts and achieve their fundraising goals. Investing in top-notch development talent is a strategic move that can significantly impact a non-profit's fundraising success and ultimately further their mission to make a positive difference in their communities.

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