We streamline philanthropic operations and systems that enhance your efficiency and help you maintain effective donor stewardship and financial accountability

We create smart systems for lean teams

If you’re overwhelmed by the administrative complexities of managing donations and donor relationships and feeling that inefficient processes are detracting from your organization’s impact, you’re not alone.

We put pen to paper and get systems and operations out of everyone’s head and into clear, repeatable, and templatized systems so you can build institutional knowledge and make transitions a breeze.

Gift Entry

  • Structuring campaigns vs appeals vs sources

  • Unrestricted vs restricted

  • Personal, DAF, family foundation, IRA distribution, etc.

  • Checks, credit cards, stock transfers, wire transfers, etc.

Budget Forecasting

  • Board-approved budget vs reforecasting

  • Projecting major, annual fund, institutional, and event contributed income

  • Budgeting annual expenses needed to meet fundraising goals

Gift Acknowledgement

  • Processes for timely acknowledgement

  • Letter templates

  • Personalization through mail merge techniques

  • Automated vs manual

  • Fair market value determination

Donor Stewardship

  • Tailoring stewardship to be unique to your organization

  • Donor benefits vs surprise and delight

  • Repurposing existing practices vs creating new stewardship opportunities

  • Generating an Annual Report

  • We operationalize your Annual Fund and Major Gift pipeline to work together to maximize major gift prospects and provide repeatable customized models for annual fund campaigns for your organization.

Reporting

  • Board & executive leadership reports

  • Tracking progress compared to this time last year

  • Detailed and summary views

  • CRM automation possibilities

Standard Operating Procedures

  • Industry best practice

  • Examples to model after

  • Gift acceptance policy

  • Our systems also facilitate effective training for new hires, providing them with clear expectations and goals, while helping to build donor trust through timely communication and acknowledgments.

We partner with you on a retainer or project basis to bring expertise tailored to your organization’s unique needs. Please contact us to discuss your custom scope. (This is a highly customizable project that is focused on making sure you can hit your fundraising goals.)

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About us