Those We Serve

Individuals

  • Improve your fundraising to cover general operating expenses
  • Improve your online fundraising
  • Develop and retain major gifts
  • Take control of your fundraising career
  • Feel better about yourself, and
  • Learn how to celebrate success

Organizations

  • Plan and implement more successful fundraising campaigns: online, direct mail, annual, major gift, special events and planned giving
  • Plan for today and for tomorrow
  • Imagine where you and/or your organization will be in 10-20 years and begin putting the pieces in place today to make that long range vision a reality.
  • Prepare or rescue a capital and/or endowment campaign

Administration

  • Learn how to best utilize Moves Management
  • Remove internal, organizationally defeating, silos
  • Develop successful annual giving, major gift, prospect research and endowment/capital campaigns
  • Staff retention is better than staff recruiting…every time.
  • Stop burnout of staff, board members and volunteers

Under certain circumstances, we can provide institutional support with interim staffing and/or an internal Development Audit.

Grant Seekers

  • Members of boards of trustees, volunteers and staff involved (or should be involved) in fundraising
  • Fundraisers seeking professional growth
  • Fundraisers who have been in the profession for many years and need/want to recharge their batteries
  • Those who want the education to broaden their field(s) of interest
  • Fundraisers preparing to better access Donor Advised Funds
  • Fundraisers who want to make their online donor acquisition, retention and income more successful

Now, we are offering individualized fundraising planning/counsel for each client via Zoom or in person.

  • If you have a job (staff, board or volunteer) where you’re expected to help raise money and will find any excuse not to get it done …call Barry
  • If your fundraising staff live in silos, feel overwhelmed, frustrated, burned out…call Barry
  • If you’re new to the world of not-for-profit fundraising and need some guidance… call Barry

Grant Makers

  • If you are considering transitioning from a donor to a grant maker… call Barry
  • If you are a grant maker and want to define or refine your philanthropy… call Barry
  • If you are considering opening a family office or exploring creating a private foundation and want to do this in the most beneficial way… call Barry