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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