What We Do

What We Do


This is a framework for measuring success, both against the institution’s history of fundraising and against the experience of peer institutions in their fundraising programs.

Review of Development Programs

Also termed a development audit, the Development Program Review assesses an institution’s internal readiness to reach its maximum fundraising potential.

Feasibility Assessments of Goals

The Feasibility Study assesses the external readiness of the institution’s constituencies to take on the challenges of volunteer leadership and philanthropy that would be required in a major campaign.

Campaign Planning

We assist the institution in drafting policies, procedures, timetables and volunteer structures and handbooks in support of a campaign.

Campaign Counsel

On-going counsel helps focus leadership, staff and volunteers on the priority activities and goals of the campaign and maintains momentum against the timeline.

Organizational Design and Planning

Counsel can identify appropriate short-term and long-term fundraising goals and advise on appropriate strategies to reach these goals, including the development of annual plans.

Board Development

Using analytical and anecdotal examples, counsel can help the Board understand and assume its key role in the fundraising process.

Volunteer and Staff Training

We train volunteers and staff on professional fundraising issues, as well as providing solicitors’ training.