What We Do
Planned Giving Strategy and Coaching
Whether your organization is new to planned giving or has an established planned giving program, we will meet you where you are and provide the guidance you need to successfully secure these gifts and effectively engage and steward donors.
We can help draft a realistic and easy to implement plan, audit and advise on your current program, and facilitate workshops on the integral role planned giving can play in increasing your revenue while deepening donor engagement.
Skill Building for Development Teams
Our coaching and workshops help organizations build strong and knowledgeable development teams who feel confident and prepared. Through individual coaching, we provide tailored support and accountability to individuals, while our workshops can build skills and deepen connections for your whole team.
Board and Committee Engagement
When board and committee members are more engaged and connected to your organization, they are better able to advocate for your cause and be champions of your mission. Our workshops deepen your board and committee members’ connections to your mission and give them concrete ways to more effectively contribute to your organization and invest in its future.
Endowment Advising for Nonprofits and Community Foundations
If your organization is exploring the possibility of starting an endowment, looking to engage donors in conversations about building a current endowment, or considering a campaign, we can provide strategic support to guide your nonprofit’s leadership on how to enhance your organization’s long-term sustainability.
We also guide community foundations on how to strengthen and amplify their support of nonprofit partners’ endowment building efforts in ways that build community.
