
Key Competencies
OVERVIEW OF SERVICES
Our client services focus on comprehensive annual/capital/major/planned giving strategies, board and staff development, strategic planning, and executive searches. Specific areas of engagement can include:
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Accountability and Performance Standards
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Advancement Program Assessments
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Capital Campaign Feasibility Studies
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Capital Campaign Counsel and Management
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Case Statement Preparation
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Board and Volunteer Leadership Orientation and Training
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Major Gifts and Planned Giving Counsel
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Team Development and Training
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Executive Search and Advancement Staffing
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Maximizing Your Annual Fund
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Prospect Research
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Selection and Implementation of Donor Information and Constituent Relationship Management Systems
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Advancement Program Policies and Procedures
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Alumni, Parent and Constituent Relations
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Special Event Management
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Blackbaud “Raiser’s Edge” Consulting
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Strategic Planning and "Best Practices" Implementation
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Fund Development
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Annual Giving, including direct mail
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Major Gifts, including planned giving
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Corporate and Foundation Relations
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Gift Accounting and Reporting
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Prospect Research and Management
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Database Functions
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Gratitude Events
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Communications & Public Relations
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Magazines
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Print Newsletters
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E-newsletters
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Website
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Film/Video
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Media Relations
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Crisis Communications
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Benefactor Relations
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Major Gift and Call Training
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Planned Giving
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Charitable bequest
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Life insurance
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Charitable gift annuity
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Charitable remainder trust
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Life estate of residence or farm
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Stewardship
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