Strategic Planning

“If you don’t know where you are going, any road will get you there”

When done right, planning is a broad-based, bottom-up engagement of your organization’s many stakeholders for thoughtful consideration of the challenges and opportunities that lie ahead for you. Planning well results in three things:

Forges a new vision & renews your life-changing mission
Fosters unity across all constituency groups
Creates a platform to develop needed resources

Communications That Works

Who are your most valued stakeholders? How well do they understand your mission and are ready to passionately articulate that mission to those they meet? Writing and executing thoughtful and disciplined communications plans around those who have the most vested interest in your organization, builds consensus, creates ambassadors, and advances mission for the long term.

A circular diagram with the words " planning, funding ", " function ," and " planning ".

A collage of people with various activities.

The Comprehensive Development System

No donor wants to think of him/herself as being part of a “system”. Yet, no organization can effectively establish and build relationships for life among those they will be seeking support from, without “systems”. The bottom line is that we build systems because we care…we care about our donor first, and their need to give. Creating and strengthening your organization’s development system begins with an audit of:

Database Administration
Research
Annual Giving
Major Gifts and Capital Campaigns
Planned Giving

Following the audit, a focus on establishing and strengthening all areas of development is given, which may lead to:

Strengthening the annual giving effort by accelerating and/or establishing giving societies, as well as a comprehensive direct marketing solicitation plan to include mail, website, and social media.
Planning and launching a capital campaign, creating meaningful engagements with those who may have extraordinary financial means, and have the willingness to share their gifts in a profoundly loving and generous manner.

The capital campaign structure lends itself to the opportunity to accelerate major gifts, as well as establish or revive planned giving efforts, both vital initiatives that become self-sustaining well beyond the life of any one campaign.

Other Services

Board Leadership Development Services & Training

Identifying, recruiting, and providing a meaningful engagement for board members is a full-time job. Every seat on your board is precious. The women and men who serve on non-profit boards today do not want to simply be a name listed on the side of their letterhead. They want to engage and give generously to those whom they feel their time, talent, and treasure are all making a positive difference. Creating an energized, passionate board begins with a dynamic retreat experience that opens the door to new ways of thinking and explores the possibilities of ways they may help your organization go from good to great through their time of service on your board.