SERVICES

Partners in Philanthropy recognizes annual giving as the foundation of every non-profit institution’s development program.  Whether your focus is healthcare or education, environment or social services, or arts and culture, we work with clients to design, construct and implement annual giving drives from start to finish, including prospect identification, crafting effective direct mail appeals, executing one-on-one solicitation strategies, and designing effective follow-up strategies with your donors and prospects. We work with you to set stretch goals and we help get you there.  Make no mistake, direct mail campaigns are just one tool for your annual giving drive – the true ingredient of a sustainable development program is incorporating face-to-face solicitations into your weekly development efforts, engaging and including your board and senior management into these visits and building long term relationships with your donors. 

We believe that a capital campaign should be embarked upon only with the necessary tools for critical planning, management and successful execution. Starting with the campaign’s planning stage, we take you through the silent and public phases of a campaign with planning and feasibility studies, compelling case statements and grant applications, a prospect list, campaign budget and timeline, acknowledgment content, effective pledge payment procedures, and training for trustees and campaign volunteers. We work with senior administrators and campaign management to ensure appropriate staffing, effective donor prospect research, and database management. As your consulting partner, we also stand ready to actively assist in the solicitation process of major donors preparing for solicitations, and when necessary, accompanying you during charitable conversations.  You have our commitment that upon the conclusion of your capital campaign, you will not only have more donors to steward, but your overall development operation will be stronger than when we began our efforts.   

Whether for an isolated funding need or one attached to a major capital campaign, Partners in Philanthropy works with clients to identify corporate and foundation sources with the highest likelihood to support the clients’ needs. We are equipped to write grant proposals and follow through with the funding agency every step of the way - from start to finish.  In addition, after a prospect list is identified for your project or program, we will establish a calendar to ensure that we are meeting each and every grant deadline. 

Because careful record keeping and moves management are essential to the coordination and flow of a fundraising campaign, Partners in Philanthropy provides the wherewithal to help our clients accomplish this important function.  We assist staff in designing a “moves management” program that will assist the executive staff and major gift officers track the progress of your annual, planned, major and capital campaign efforts. Such a moves management system can take your development efforts to the next level in identifying a prospect rating system to prioritize and track your individual, corporate and foundation solicitations. 

Beyond the visibility a major event can provide, reaching its maximum fund-raising potential depends on the degree of planning and the quality of execution. Working alongside the organization’s management and volunteer committees, Partners in Philanthropy provides the necessary counsel and services from start to finish, including designing the information to include on save-the-date notices and invitations and other promotional materials including newsletters and press advisories.  We will also help you with event development including the speaking program and have the experience and expertise to anticipate and resolve the many details leading up to the event as well as on-site management.  Partners in Philanthropy will also work with you to identify the best potential corporate and individual sponsors for your event; will prepare all sponsor collateral materials including donor levels and benefits, a sponsor lead letter and commitment form.  We will also help you solicit potential corporate sponsors.  

Partners in Philanthropy will help you identify your best prospects for individual gifts, help you develop and prioritize a prospect list, and will work with your Board, professional development staff and other volunteers in the art of face-to-face solicitation - from outlining the case for support, to making the ask, to overcoming objections, to developing a pledge payment strategy.  We are passionate about personal solicitation and feel this is the key to our firm’s success.  We have a demonstrated ability to close gifts while respecting the organization’s goals and the donor’s intentions.  

Long recognized as an essential component of any comprehensive fund-raising program, legacy giving initiatives can make a substantial difference to the bottom-line success of your development initiatives and help to sustain the future of the organization. From bequests to life-income gifts, Partners in Philanthropy assists clients in identifying the best prospects for planned gifts, advises on solicitation strategies, and can provide the expertise necessary to help ensure the highest response levels. 

Given that the identification and rating of the capabilities of prospective donors is key to a successful solicitation, Partners in Philanthropy provides clients with the necessary research and reports so that effective strategies and action steps can be taken with greater assurance of success.  We work with clients to develop research profiles on individuals, corporations and foundations which include information on wealth capacity, real estate holdings, stock holdings, and personal interests.  

Because getting the right message across to the most appropriate target audiences is a critical component of any fund-raising effort, Partners in Philanthropy works closely with clients in scripting and producing effective case statements.  We can work with a graphic designer or your in-house marketing and communications staff.