Fundraising Consulting & Management

  • Annual, major giving and special project fundraising consulting, direction, management and support
  • Board development, training and succession planning
  • Campaign consulting, direction and management
  • Campaign gift tracking and reporting
  • Corporate social responsibility/volunteer engagement planning and consulting
  • Development planning, including assessments and goal setting
  • Foundation research, consulting and proposal writing for local and national foundations
  • Fundraising feasibility studies and pre-campaign consultation
  • Interim development staffing for clients (on-site or on-call)
  • Orientation to the community for new leaders and overview of the nonprofit/philanthropic community 
  • Planned giving consultation
  • Policy guidance on gift acceptance and recognition

 Donor Records & Research

  • Donor database assessment and training
  • Prospect research – local and national corporations, foundations and individuals


  • Case statements
  • Fundraising marketing materials
  • Proposals

We are committed to keeping costs reasonable. We work on a fee plus expense basis.

The fee covers the consultant; expenses include campaign staff, campaign materials, research, grant writing and support personnel.