Your vision calls for it: simultaneous fundraising for annual operating, capital, program and endowment.

We’re skilled at designing Comprehensive Campaign strategies, aligning the motivations of all of your constituencies, staff, board and donors. Side by side with you, we:

• assess staffing and financial resources;
• develop a focused prospect outreach plan;
• identify and help you recruit representative volunteer committees;
• lay out measurable benchmarks;
• develop a case that resonates with donors;
• evaluate feasibility and course correct when needed.

Case studies: Lycée Français de Chicago, New Roads School, Tree People

Time and again, we uncover our clients’ hidden opportunities and challenge them to reach higher. Count on us to develop creative strategies to elevate your donors’ sights, whether they are mid-level, major or casually engaged annual donors.

You will be ecstatic when donors surprise you with an elevated investment and increased involvement.

Case studies: Tree People, Yarrow YMCA, Lycée Français de Chicago, New Roads School

Finding the right new board members doesn’t have to be a search for the needle in the haystack!

We’re skilled at helping you identify, attract and successfully recruit senior civic, corporate and community leaders, parents and patrons to board service – a bellwether to successful fundraising.

And while advanced technologies will never take the place of relationship-building they do surface prospects for your board and new donors.  We’ll develop the identification and connection strategies and guide you all the way through to successful recruitment of new trustees.   

Time and again, we energize boards, volunteers and teams in achieving focused, actionable results.   And after our work is complete, their commitment endures.

Case studies: BroadStage, Moorpark College, New Roads School, American Academy of Periodontology Foundation 

Using a variety of planning and coaching methodologies we help enhance your development team’s skillsets and confidence.  If you have high performers you want to retain, let us coach them to assume new responsibilities. You will love the increased productivity, internal alignment, measurable goal setting, and enhanced capabilities.  Bottom line:  you achieve measurable improvement in income and retention from happy donors and staff.

Creative marketing is essential to fundraising, period. Positioning a campaign is an art. Starting with the success of the award-winning $65M YMCA of Metropolitan Chicago’s successful “Be A Neighborhood” comprehensive capital campaign we are known for designing creative marketing and press in all of our fundraising efforts.

“Kathy has many great abilities, but most notable is her creativity. We developed a terrific case for the Y that serves us well and positions us to raise record-breaking funds in future campaigns.” — Tino Mantella, Previous CEO of the YMCA of Metropolitan Chicago

Case studies: Lawson YMCA, Yarrow YMCA, New Roads School

Sometimes the need to pivot strategies becomes apparent once we begin counsel as a result of any number of circumstances: a land acquisition change for new construction, a need to add or restructure internal resources, a new donor opportunity, insufficient donor enthusiasm for a project and more.    We are experts at pivoting strategies and designing plans around changes in circumstances that will lead to success in your modified plans.   

Case studies: Water Foundation, BroadStage, Moorpark College, New Roads School

We incorporate evidence-based and data-driven approaches to assess philanthropic capacity and to provide a candid perspective on your organization and specific sector.

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