STRATEGIES AND SERVICES BUILT ON EXPERIENCE IN THE FIELD

Philanthropy, the art of connecting those with resources to social change efforts can be grueling, complicated, and emotionally and psychologically taxing. Doing it in a country and a world facing multiple crises is making it harder. Meanwhile, the explosion in wealth creation intensifies rather than eases these issues. I include work on these fundamental questions with every client engagement, deepening our understanding of why we do his work, and how we can remain whole and healthy as we grow in our roles.

I am a product of experiential learning and entrepreneurial activity. So when I work with executives I try to make the work tangible and anchored in real-life, not theory. I do this by using a coaching method that is collaborative and creative, and always directly linked to strategic, high-quality interactions with donors and funders.

I have a unique and creative strategic process that engages the board and program leaders as true partners. I share keys to a great strategy, and listen closely to your own ideas and unique experience. Often, my clients create strategies I have never seen before and that are stronger and more resilient than those of billion-dollar institutions - because they are bespoke, creative, grounded in frontline fundraising activity, and based on the unique DNA of the client. Sometimes clients create an entirely new template that is better than anything I have seen. This creative process inspires agency and action, and leads to extraordinary results. 

Designing a major gift program with an action plan and tracking tools is often the best way to grow revenue. I bring 10 years of experience cultivating major donors personally, 10 years as a development executive, and 10 years of development consulting to my work. My plans emphasize action and results and can unleash hidden potential without hiring staff or adding to your baseline budget.

Thinking of launching a campaign? I will assess your readiness , hold confidential personal interviews with stakeholders, and create a comprehensive campaign strategy and action plan.

I advise on all aspects of existing campaigns, from chair recruitment and training to major gift strategies, campaign close strategies, and everything between.