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Consulting Services

I work with clients to understand their specific needs, develop a plan and/or determine a deliverable for the project or initiative, then provide personalized and customized service.

Consulting rates vary depending on the scope of the project. Please contact me to describe your project or arrange an introductory meeting.

Non-Profit and Fundraising Consulting

 

Business Consulting

I help organizations improve their fundraising practices, operations, and performance. My fundraising experience includes working for a large university system, a hospital and healthcare network, a national health services organization, and a museum.

Fundraising knowledge and a wide breadth of skills that includes formal business training and experience in financial services and banking allows me to understand client challenges, opportunities, and needs. My services are especially helpful to small and medium sized organizations looking to improve their operations and fundraising performance, better understand their donors, and equip staff and volunteers to exceed fundraising goals. I can assist with:

With a wide range of business experience and skills, I can provide businesses with a wide range of services, including: 

  • Corporate Strategy and Prioritization

  • Business Plans

  • Financial Projections and Cash Flow Analysis

  • Marketing Strategies and Analytics

  • Sales and Marketing

  • Data Analysis

  • Presentations​​​

  • Automation of Business Processes

    • Reporting​

    • Spreadsheets and Databases

    • Business workflow

  • Case Statements/Case for Support

  • Mission Statements

  • Donor Strategies and Messaging

  • Capital Campaigns

  • Gift Tables

  • Board and Volunteer Management 

  • Staff and Volunteer Training

  • Donor acquisition and Retention 

  • Annual, Major, and Planned Giving 

  • Wealth Screening/Donor Prioritization

  • Donor, Board, and Volunteer Interviews

  • Data Analysis and Peer Comparisons

  • Stewardship

  • Events and Cultivation

  • Presentations

  • Temporary Appointments

  • Automation of Business Processes

    • Reporting, Gift Receipts, Mail Merges​

    • Spreadsheet and Databases

    • Technology use and implementation ​​

    • Workflow 

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