I am available to take on a variety of projects to help Development shops fundraise throughout their fiscal year.  For example:

• Develop case for support for organization

• Create annual solicitation calendar

• Write and/or edit copy for fundraising materials, from appeals to thank you letters to impact reports 

• Plan and execute donor appreciation events

• Write procedures for Development shop

• Set up or expand existing Moves Management process including creation of individualized donor stewardship plans

• Work with Communication professionals on organization's philanthropic messaging 

• Research and operationalize fundraising tools (i.e. online giving, wealth screening, CRMs) 

• Conduct prospect research and determine strategy

I offer one-on-one and group coaching to help create and sustain a culture of generosity within an organization.

• Board Members

  • What are the most effective and ineffective ways for members to help fundraise?

• Executive Staff 

  • How to concentrate on your part in fundraising, and support your Development staff.

• Development Staff

  • Honing your craft. Knowing your part and how it fits in the whole. Supporting your team.

    • Major Gift Officers, Grant Writers, Data Managers, Development Coordinators, Interns and more 

• Program Staff

  • How to talk to donors and stakeholders about your program, its challenges and its impact.

• All Staff

  • Everyone has a role to play in fundraising. Not everyone asks for money. What is your role?

I am here to share my knowledge learned over the years about fundraising databases and customer relationship management (CRMs), and how to use them to help the Development shop more, and frustrate it less. I have experience with Salesforce, DonorPerfect Online, Veracross, File Marker Pro, and Microsoft Access. I can make recommendations on the following.

• Entering data 

• Tracking data entry 

• Running the right reports and not getting bogged down in the wrong reports

• Analyzing fundraising efforts 

• Choosing a CRM that's the right fit

• Migrating fundraising data from one CRM to another

• Setting up fundraising functions in a new CRM