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Customized services

Building a major donor program

Create a practical plan to engage current donors and identify new prospects. We guide you on engaging leadership, and recruiting volunteers. We also show you how to set an amount to request, choose what to communicate, and successfully solicit gifts. We can also provide coaching during solicitation.

Coaching and staff development

Help your staff become more effective and confident in leadership and management. They will gain insight, self-awareness, and emotional intelligence and discover their style of conflict management. A highly individualized experience, each person works with John McLaverty through selected readings, exercises, reflections and guided discussions.

Annual fund review and plan

We review your data and history, and work with you to plan how to invest for long-term benefit while reaching short-term goals. You emerge with action items, metrics for evaluation, a calendar, a budget, and established priorities for the future. We can also provide coaching during implementation.

Capital campaign feasibility studies

Avoid damaging campaign failure and maximize success through the due diligence of a campaign feasibility study. We assess your internal readiness to campaign. We also engage stakeholders through interviews and focus groups to evaluate their readiness to financially support your plans and to help make your vision a reality.

Capital campaign planning & consulting

We create a campaign plan, including crucial strategic and management tools and a compelling case for support. We also guide you through prospect identification, volunteer recruitment and training and other elements so that the right solicitors are asking the right prospects for the right size of gifts.

Staff and Board training in fundraising

Fundraising is often misunderstood or mistrusted by leaders, program staff or the Board. We help dial down fear and resistance and harmonize the needs of governance, programs, and philanthropy. Each person discovers their own role in fundraising success, for your entire fund development effort or specific tasks such as major gift fundraising.

Building a philanthropic culture

A philanthropic culture values the contribution of donors as stakeholders, and embeds fundraising as important in long-range planning and budgeting. We design a custom process for you to set goals and integrate fund development into your ethos. Crucially, the process helps everyone discover their role in securing resources to pursue your vision.