Our Approach

We recognize that your organization is unique - that's why we take the time to get to know you first. We meet you where you are and build a plan from there.

Engage and Evaluate: In partnership with you, we assess and evaluate your particular needs, strengths and goals.

Design: With a full understanding of your organization, we create a custom plan and clear roadmap to help you achieve your strategic planning and fundraising goals.

Execute: We work with your team to ensure they have the knowledge, tools, and training to execute your plan successfully.

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Our Values

We pride ourselves on our collaborative, people-centered approach.

We believe great fundraising and strategic planning is all about care for mission, mutual trust and meaningful relationships. We deliver services tailored to you and your team.

Our strategies and tactics are designed to build comprehensive, realistic, action-oriented strategic plans and lasting donor relationships.

We guide you each step of the way – no matter the size of the project.

We’re efficient and easy to work with – just ask our clients.

We keep driving until we achieve the desired results for the project.


Our Services

Development Assessment: Evaluate where your organization is and needs to go, and create best-practice recommendations on fundraising and development areas that you can use right away.

Strategic Planning & Facilitation: Design and develop long-term strategic plans for organizations and short-term strategic plans in partnership with units and teams using proven facilitation and coaching methods.

Major Gifts Programs: Build practical & effective programs rooted in the fundamentals of relationship building throughout the donor journey.

Foundation Grant Programs: Build successful grants programs that capture both the art and science of winning grants, based on your organization’s unique characteristics and designed with your existing capacity keenly in mind.

Board Engagement: Motivate and activate your board’s fundraising through exploration, planning and action that is clear, meaningful and achievable for each board member.

Corporate Engagement Programs: Create programs to raise funds from corporate foundations by articulating assets that businesses want and need in their own language.

Capital Campaigns: Determine timing and readiness for a campaign, customize the right design and plan, and implement the necessary support and oversight to carry out effective quiet and public phases of a successful capital campaign.