Areas of Practice

My entrepreneurial spirit has driven me to work with start-up nonprofits, where I established its first fundraising and communications programs, to complex global organizations, where I designed and led philanthropic initiatives, rebranding and communication strategies.

The expertise I provide is customized to your organizational aspirations and aligned in accordance to your vision, strategies and goals.

Development

Planning | Forecasting | Strategy

• Fundraising Plans - annual and multi-year, aligned with communication strategies

• Assessments - identify critical missing components that are obstacles to your success

• Case Statements - for solicitations

• Growth Strategies - build/execute on revenue diversification and long term sustainability planning

Individual Giving

• Annual and Monthly Giving - programs and campaigns (multi-channel: digital, direct mail, workplace giving)

• Donor Cycles - Donor Acquisition, Donor Retention and Lapsed Donor programs, leveraging meaningful communications

• Matching Gift Campaigns - to incentivize increased giving levels for both unrestricted and restricted gifts

Major Gifts | Planned Giving

• Establish or Improve - building and operationalizing metrics-driven major gifts programs addressing the full cycle of identification, cultivation, solicitation and stewardship

• Relationship Management Systems - setting solicitation strategy, meaningful donor reports, efficient gift tracking systems

• Coaching - inspire, educate and motivate staff, volunteers and board members in relationship-based major gifts work

• Develop Legacy Giving Program - identify opportunities and formalize program as part of Individual and Major Giving Programs

Board Solutions

• Culture of Philanthropy - develop/strengthen the culture of philanthropy within your board

• Board Giving - address leadership giving and build Annual Giving Campaign focused on deeper engagement and commitment

• Board Recruitment - Initiative to attract and secure new and diversified board members aligned with your mission

• Coaching and Training - customized to your leadership to strengthen your fundraising and communications

Corporate Programs

• Corporate Relationships - leverage Cause-related Marketing and Corporate Social Responsibility programs that bring funds to your organization and goodwill to corporate partnerships

• Sponsorship - build long-term relationships and sponsorship dollars to your mission

Grants: Foundations and Corporate

• Full Spectrum - prospect research and identification, forecast revenue, craft strategic proposals, submissions, track and develop effective impact reports

Events

• Create - design, plan, produce, execute events including: intimate, dynamic major donor house parties; marquee galas with silent, live and digital auctions; and grassroots community and statewide events

• Guide Leadership - build and manage board engagement, advisory and working committees, table captains, production support and day-of-events volunteers.

Communications

Planning and Strategy 

• Communications Plans - annual and multi-year aligned with fund development strategies

Branding

• Brand Strategy - comprehensive facilitation for effective buy-in for new brand or rebrand (including logos, messaging, brand standards, and training)

Media Relations 

• Build Relationships - with journalists, secure the right interviewees, lead the topic, engage supporters and leverage for best value (social media, television, radio, print)

Video Production

• Purpose-Driven Storytelling - utilized for solicitations, leadership recruitment, corporate relationships, volunteer engagement, events, social media, press

Marketing and Promotion

• Plan and Execute Strategy - including frequency, themes, content, for increased engagement and participation from your stakeholders

• Leverage Storytelling - increase value of corporate sponsorships by leveraging storytelling in all marketing channels

• Messaging and Message Frameworks - to empower and engage staff, board members, table captains, and volunteers to be ambassadors for solicitation, recruitment and awareness

Digital

• Social Media Planning and Execution - strategy, content, frequency, editorial calendars

• Design/Launch Campaigns - peer-to-peer, crowd fund-raising, monthly, matching and promotions

• Produce - enewsletters, annual reports and digital appeals using various platforms for cultivation, solicitation and stewardship.

Website Development

• Populate and Manage - content and images with brand and message alignment

Collateral

• Conception to Execution - all vehicles including customizable collateral templates (annual reports, FAQs, brochures, invitations, donor reports, annual fund letters, impact reports)