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Strategic Planning

Well trained fundraising staff and a Board who is out asking for major financial support for your mission is critical to your organization’s fiscal health and long term wellness. Does your organization have a strategic plan that is reviewed regularly with achievable strategic goals? Does your staff and board members have the skills necessary to accomplish your fundraising goals? Is your program staff working closely and harmoniously with your development staff? Does your development staff have a clear understanding of your program’s needs, both large and small? Every organization has different strengths and typical “cookie-cutter” training programs may not address your specific needs. Kate and her team will work with you to determine your strengths and where your greatest needs are to develop a training session that is customized to help every person involved with your mission become a fundraiser. Training sessions include:


  • Strategic Planning (with laser focus on mission)
  • Major Gifts Training
  • Donor cultivation & stewardship
  • Program and Development, working in harmony
  • Board and Trustees who make connections and raise funds
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