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Key Competencies


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:

  • Accountability and Performance Standards

  • Advancement Program Assessments

  • Capital Campaign Feasibility Studies

  • Capital Campaign Counsel and Management

  • Case Statement Preparation

  • Board and Volunteer Leadership Orientation and Training

  • Major Gifts and Planned Giving Counsel

  • Team Development and Training

  • Executive Search and Advancement Staffing

  • Maximizing Your Annual Fund

  • Prospect Research

  • Selection and Implementation of Donor Information and Constituent Relationship Management Systems

  • Advancement Program Policies and Procedures

  • Alumni, Parent and Constituent Relations

  • Special Event Management

  • Blackbaud “Raiser’s Edge” Consulting

  • Strategic Planning and "Best Practices" Implementation

  • Fund Development

    • Annual Giving, including direct mail

    • Major Gifts, including planned giving

    • Corporate and Foundation Relations

    • Gift Accounting and Reporting

    • Prospect Research and Management

    • Database Functions

    • Gratitude Events

  • Communications & Public Relations

    • Magazines

    • Print Newsletters

    • E-newsletters

    • Website

    • Film/Video

    • Media Relations

    • Crisis Communications

  • Benefactor Relations

  • Major Gift and Call Training

  • Planned Giving

    • Charitable bequest

    • Life insurance

    • Charitable gift annuity

    • Charitable remainder trust

    • Life estate of residence or farm

  • Stewardship

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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