What drives our organization is our desire to serve and make a difference from the work that we do. We believe that when our nonprofits are strong our communities are stronger. Therefore, we work with nonprofits as resource to them, helping organizations expand through customized consulting strategies.
Expanding Your Capacity & Reach
Our goal is to open the door of planned giving to all nonprofits so that all organizations regardless of size can pursue major and planned gifts. We achieve this by providing an array of technical, legal and consulting services to improve the efficiency, compliance and effectiveness of organizations in the area of major and planned giving & grant management.
Our mission is to deliver excellent technical, legal and consulting support to nonprofit organizations so that every nonprofit achieves its mission objectives.
Developing a Broad Donor Base
Developing a broad donor base from individual donors is essential to long-term success. Individual donors continue to be the largest source of contributions to nonprofits. Nonprofits who offer planned gift arrangements are best prepared to satisfy the needs of various types of donors. As such, we provide tailored strategies to help our clients develop their individual donor base utilizing our four-step process called MATE.™
Obtaining Strategic Counsel
Persons responsible for raising funds can find themselves experiencing fatigue and burnout because of the many roles and responsibilities they confront on a daily basis. Our consulting division was created to serve as a strategic resource during your organization’s pursuit of major and planned gifts. We provide behind the scenes assistance such as gift proposal writing, gift calculations, legal compliance reviews, and more.
What is Sustainable Funding?
Sustainable funding generally is stable and does not significantly fluctuate from one fiscal year to the next. Contrast this to variable funding where the amount from donors is uncertain until received and varies sometimes significantly.
Receiving Sustainable Funding
Sustainable funding is a direct result of the planning efforts of the nonprofit organization, its donors and advisors. When properly structured, planned gifts provide financial benefits for the donor and sustainability for the nonprofit.
Can We Achieve Sustainability?
All nonprofits, regardless of their budget size, can achieve sustainable funding to grow their organization and make a stronger impact. However, achieving sustainability is not a one time effort, it requires a long-term commitment.
How We Help Our Clients
We work to help clients overcome barriers to funding by providing needed technical skills, resources and educational training. We work with clients year-round, providing tailored solutions to help improve funding programs. We work with nonprofits of all budget sizes.
Technical, Legal & Consulting Services
Modeling & Analytics
Predictive analytics, database customization, development of KPIs, gift proposal calculations, gift illustrations and reports
Seminars & Education
Education and seminars aligned within our four-step process
Strategy & Implementation
Strategy development combining analytics, research and cultivation data. Implementation and evaluation based upon established goals
Audit & Analysis
Review and updating policies and practices to meet predetermined objectives
Donor Cultivation Strategies
Cultivation strategies based upon analytics and donor research
Continuous cycle of engagement using database management, dashboards and KPIs
Legal & Tax Assistance
Legal and tax advice to the organization on planned gifts and gift acceptance practices
Custom Gift Illustrations
Customized gift illustrations to assist the organization with its discussion of a planned gift
Gift Agreement Drafting
Assistance with drafting gift agreements and proposals based upon established gift acceptance policies
Legacy Gift Assistance
Assistance with the development of legacy programs and legacy circles
Donor Proposal Meetings
Guidance and advisement to the nonprofit organization during its discussion of a planned gift arrangement
Gift Policy Development
Development of policies and best practices for the organization
Training & Development
Coaching board members on major and planned gift development
Staff & Volunteer Training
Training staff and volunteers on major and planned gift development
Assistance with obtaining tax-exempt status of a nonprofit organization including preparing required IRS tax-exempt application and schedules
Assist clients with remaining in compliance with grant terms and conditions
Provide legal assistance with strategic partnership arrangements to enable collaborations without jeopardizing tax-exempt status
HELPING YOU MAKE A STRONGER IMPACTConnect with Us
WHO IS YOUR MATE?™
One true challenge in building a gift program is organization and implementation of the process. This is why you need a MATE.™ Your MATE™ is our proprietary 4-step process that will help you advance your gift program to the next level the right way. We interweave analytics, relationship building, engagement practices, together with educational training to form the perfect MATE.™ Over time your organization will become intimately familiar with your MATE™ as you expand upon its requisite performance measures. Every nonprofit should have a MATE™ and that is why we are offering you ours.
If you would like your organization to work with us, but still have questions, we encourage you to take a few minutes to complete our prospective inquiry form. The inquiry form allows you to request a brochure regarding our services and fees, request a call-back, or request an initial consultation. In addition, members of select organizations are eligible to receive a 60-minute complimentary consultation. We look forward to connecting with you.
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Individuals Are the Largest Source
of Giving in the United States
Why Develop A Broad Donor Base?
Contributions by Source in 2014 – Giving USA 2015 Report
AND FRESH IDEAS.
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