Our key areas of expertise and experience are Direct Marketing, Gift Planning (including planned and major gifts) and Strategic Fundraising. Our engagements have included work on:

Gift Planning

• Structure & Staffing
• Accountability and Impact Measurement
• Employee Assessment Tools
• Performance Objectives & Metrics
• Performance Measurement Tools & Reports
• Lead Generation/Qualification
• Marketing
• Audience Segmentation
• Testing Strategy & Results Analysis
• Fulfillment Operations
• Stewardship Planning and Execution
  

Strategic Fundraising

• Budget & Planning
• Branding and Sub-branding
• Trandwatching & Analysis
• Resource Allocation by Channel and by Fundraising Method
• Field/Headquarters Centralization & Collaboration
  

Direct Marketing

• Program, Staffing and Creative Audits
• Short and Long-range Strategy & Planning