Resource Development Planning

Build a culture of giving.

We believe successful philanthropy results from the strength of relationships between those who are effectively engaged with your organization’s mission and its leaders—these are the relationships that ultimately determine success in long-term revenue generation and organizational health.

Our approach to designing resource development plans focuses on effectively blending fundraising best practices with tailor-made strategies suited to our client’s readiness for and commitment to achieving sustainable, long-term relationships with its community of supporters.

Comprehensive Development Planning

We work with staff, board leaders, and key stakeholders to design and develop fundraising strategies that support your short and longer-term goals.

Annual Campaign Development

Whether you have an existing annual campaign or are ready to launch one, we’ll help you outline a plan using the fundraising techniques that best match your culture, resources, and audiences.

Fundraising Effectiveness

Are you getting a strong return on your fundraising investment? Do you know your true cost of fundraising, your dependency quotient, and your donor retention rate? 

By analyzing campaign data and past performance, we can make recommendations that will strengthen your efforts. You’ll develop a complete understanding of the return on your fundraising investment and the true cost of fundraising.

Planned Giving

Donors considering planned gifts to your organization believe deeply in your mission and want to support it beyond their lifetime. Thoughtfully designed giving programs, as well as incorporating planned giving into major campaigns, you’ll secure your position with legacy-minded donors.

Prospect Research 

We have wealth-screening tools and expert prospect researchers standing by to help you better understand who your donors are and what their giving interests and motivations are—then we build a strategy to help you reach them.

Donor Pipeline Analysis

Do you have a strong donor pipeline? Where will your next major donor come from? How do you strengthen your pipeline or build one from scratch? We can help you better understand the interests and motivations of your prospective donors—and how to reach them.

Art-of-the-Ask Training

The number one reason people don’t give is because they were never asked. We provide training and coaching that helps board and staff leaders perfect the art of asking others to invest in your mission.

Grant Development

Securing impactful grant funding requires strategy and tenacity. Our team can help you navigate this uncertain territory with confidence.

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