Consulting

Your Thought Partner

We believe that our role is to bring the right perspectives to each consulting engagement. To help you achieve your goals, we must take full advantage of the knowledge and experience already present at your institution – while bringing objectivity, creativity and expertise to our work together.

STRATEGIC PLANNING

Turn Vision Into Action

Strategic planning, when done well, is a blueprint for any organization’s future vision and goals. The plan provides an opportunity to increase engagement with every level of key constituents. We design a collaborative approach to the planning process, bringing experience working with top institutions, knowledge of proven best practices and current trends in competitive markets and fresh ideas to help spur collaborative and imaginative thinking.

CAMPAIGN PLANNING & GUIDANCE

Realize Aspirational Goals

We use a proven, multi-dimensional approach to campaign planning that addresses both external conditions and internal resources. We pair qualitative and quantitative methodologies that work together to generate information to inform decision-making. Our ongoing campaign counsel is designed to address the distinct circumstances of each client to help ensure the campaign plan catalyzes fundraising performance and positions your organization for sustainable growth.

PROGRAM ASSESSMENTS

Optimize Contributions From Every Area

We bring deep knowledge of the programmatic requirements critical to a high-performance fundraising operation. Our specialists comprise expertise in alumni relations, annual giving, grateful patient giving and advancement services — combining qualitative and quantitative measures to determine where performance is strong and where there are opportunities to strengthen effectiveness.