annual giving

  • Counsel to or management of annual campaign
  • Training, planning, and evaluation of program
  • Program reviews, guidance on systems, and expansion of resources
  • Phonathon start up, training, and analysis
  • Suggest strategies for segmentation and solicitation techniques based on donor trends for over all program growth

prospect research

  • Creation and implementation of a prospect research system (records/filings & ratings)
  • Staff training on the basics of prospect research (electronic, screening, etc.)
  • Create donor profiles for clients based on capacity and inclination
  • Provide research on funding sources for potential programs and outreach efforts
  • Guide management through screening process (selection of vendor, analysis of results, and next steps)
  • Creation and implementation of a moves management system

preferred partners

GivingTools.org