During the Plan phase, we draft a concrete
development plan with you that outlines
clear goals, action steps, and metrics.

Development Planning

We partner with you to draft a concrete development strategy that outlines clear goals, action steps, and metrics. Whether it’s just for one fiscal year or as part of a long-term plan for growth, we suggest data-informed, multi-channel strategies so you can meet your donors wherever they are.

Annual Giving to Major Gifts Strategy

We think through the full continuum of donor engagement and investment in your nonprofit organization from that first gift to a transformational contribution. It might start with determining how to create an annual giving program that best serves as the foundation on which all other fundraising is built. We will identify how to prioritize your efforts to grow donor-giving levels through targeted multi-channel activities accounting for staffing and budget resources.

No matter what you consider a major gift, together we build your pipeline and strategy for large gifts through personal, donor-centered relationships with your mid-level to large gift individual, corporate, and foundation supporters.

Donor Engagement/Stewardship

The most important part of successful fundraising is developing meaningful ways to engage your donors beyond their financial contributions. We advise on ways to steward and celebrate your donors to keep more donors and inspire them to deepen their giving to you.

Ready to improve your donor relationships?


How It Works

Our four-step process—assess, dream, plan, and do—offers a comprehensive analysis of your current fundraising trends, your organization’s vision, and your best opportunities to focus limited fundraiser time and attention. During Plan, that means:

  • Creating an annual fundraising plan that can serve as the roadmap for all donor engagement activities throughout the year
  • Building an upgrade strategy with those who have been supporting your nonprofit over a period of time and might be ready to increase their giving
  • Advising on how to incorporate monthly giving and new donor welcome approaches that all together will lead to increased retention and revenue

Fill out our questionnaire to tell us about your nonprofit organization and your
fundraising goals and find out if we’re the right partner for you.

Fill Out the Questionnaire

“Barbara listened to what we said we needed and hoped to learn in order to assess and improve our direct mail program. Barbara not only delivered on our felt needs but also surfaced unfelt needs and gave us more than we knew we needed to know. On the tactical level, we came away with a lot of sound analysis and practical recommendations to work with now as we grow our direct mail program.”

Deborah McGlaughlin
Hospice of the Chesapeake

“Barbara is a consummate professional and has a deep, thorough grasp of non-profit fundraising. She provided expert advice and insights on our end-of-year direct mail appeal campaign, our corporate cabinet, and our individual giving program. She has innovative and keen insights, and she worked remarkably well with our president and my team.”

Kendra Davis
Vice President for Philanthropy, Refugees International

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