Beyond Fundraising is committed to providing customized services to meet the unique needs of each organization with whom we work.   Services commonly provided include:

Board Development & Training
+ Evaluate board composition, giving performance and make recommendations that will improve board’s role in your Development program
+ Board member evaluation and satisfaction survey/interviews
+ Provide systems and structures that will enhance board member’s commitment to mission, involvement in fund raising, personal financial contributions and ability to advocate for your organization
+ Board training topics include: Fundraising 101, Preparing for a Capital Campaign, Board Roles & Responsibilities, Making the Ask, Stating Your Case, and Strategic Planning

Strategic Planning
+ Dynamic planning process development including environmental scanning and constituent information gathering through surveys, focus groups and interviews
+ Effective facilitation of planning retreats
+ Creation of Strategic Planning document to guide the future of your organization

Fundraising Audits & Development Assessments
+ Review past and current fund raising activities
+ Examine the involvement of staff, board and volunteers in your fund raising program
+ Evaluate the strengths and weaknesses of your Development systems
+ Make recommendations for implementing an integrated Development program

Fund Development Planning
+ Develop compelling Case for Support – your articulated justification for raising money
+ Prepare comprehensive strategic plan of Development strategies that will work best for your organization, including major (individual) gifts, direct mail, special events, corporate support, foundation grants, membership program, earned income and planned gifts, with detailed action steps, assignments and deadlines
+ Preparation of Development policies and procedures, including Gift Acceptance policies
+ Plan for appropriate donor cultivation, acknowledgement, recognition and stewardship to ensure long term relationship development and support

Campaign Planning, Direction & Oversight
+ Pre-campaign feasibility studies, planning and campaign strategy development
+ Intensive campaign direction and oversight
+ Staff and volunteer training, organizing and motivating
+ Creation of campaign materials including Case For Support, timelines, milestones, donor recognition & organization charts

Fund Development Coaching
+ Personalized and ongoing support for your organization’s staff and volunteer Development efforts
+ Your “Development Expert on Retainer” – sounding board, brainstorming partner, idea generator, go-to-gal!