Increase donor counts, improve data reporting and build major giving through proven strategies.

Annual Giving

A strong annual giving strategy starts with consistency. A consistent story and message that is meaningful, timely, and trackable is vital. Creating a plan that addresses donor acquisition and retention rate can help you reach your annual giving goals year in and year out.

Advancement Services

Data and a clear process is the foundation for a successful fundraising strategy. The area of advancement services touches all aspects and guides decision makers by providing meaningful data points and analysis.

Portfolio Management

I believe strongly in having a clear and precise process for gift officers built on strategic cadences that tracks progress towards donor visits, proposals submitted, and gifts closed. If your portfolios consist of the same old prospects year in and year out and you have uncertainty about your prospects you need to implement new strategies.

Major Giving

Major gifts are vital to successful fundraising campaigns. I approach major giving by equipping gift officers with the tools required to be effective at managing a portfolio while providing valuable information about your prospects. Without proper portfolio management your gift officers cannot be successful.

Leadership and Major Donor Development

The middle of the donor pyramid is important and has massive potential for increased philanthropy. Creating strategies to qualify donors and discover the next crop of major donors is something all development shops should focus on.