Our focus is on achieving goals. We will create a strategic roadmap that will guide you on making improvements and enhancements through testing, proven successes, and managed risk

Strategic Insights & Planning Services

We evaluate your Key Performance Indicators, interpret what they mean, and provide you with recommendations and direction to make positive changes.

If you need a File Audit or don't know how healthy your fundraising program is, we can perform one for you.   


We can also perform a Creative Audit and provide you with recommendations on how to make your communications more effective. We will evaluate all channels.

We provide overall Assessment Plans and will develop a SWOT analysis and subsequent creation of goals, objectives and annual strategic plans. An easy "GPS" for your program and nonprofit to follow. Along with continuous guidance as needed.

We can provide you with Three and Five Year Projections based on historical performance, investment, and impact of new strategies.

Strategic Implementation

We will develop a road map to follow that will lead you to improvements. We will set priorities with you and guide you throughout the process. We will create a monthly list how best to approach your goals.

New Donor Acquisition Programs

Retention Programs


Traditional and Nontraditional Channels

Startup to Complex Programs

Integrated or Stand-alone Campaigns

Request for Proposal (RFP) Assistance

Do you need to find a partner, vendor, or agency that will help you achieve improved performance?


We can help you with the RFP process. Need an acquisition list partner, caging/lockbox, printer, telemarketer, creative writer or designer, paid media, digital, or full service agency?   

Staff Training

Do you want to help your staff with professional growth but don't have the time or personnel to accomplish this goal?


We can help you with a day, a week, a project, or ongoing hands on development. There is nothing better than a dedicated in-person mentor and coach that is not distracted by day-to-day tasks to help your staff optimize their contributions to your organization. Your staff will enjoy contributing to your success quicker than if left to on-the-job training.

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