Our Offerings

Building Capability

We show you and your staff HOW to effectively prepare and execute for a major ask. More important, we walk with your staff (or Board) to make sure it is second nature - to ask boldly; to meet donor ability; to creatively structure gifts for success.

Skill-Building for Major Asks

Taylor Made Fundraising approaches training from a partnership perspective, with interactive sessions meant to establish true skills on the part of your staff. By working in teams, with participant exercises, the anxiety of asking for gifts (large or small amounts) is minimized; successful ask scenarios are showcased; and participants become familiar with and more adept at comfortably asking for major gifts. We also remind gift officers that “they” are not asking but rather that they are the representatives of your organization asking for the sustainability and expansion of your programs.

Aligning Your Data to Goals

We make sure that your strategy and the portfolios carried by your gift officers realistically align with your goals. By reviewing each donor journey with transparency, we guide you to re-align gift expectations to your goals in a "refresh" that motivates gift officers and provides new prospects that are likely to be major donors.

Blended Gift Modeling

Asset gifts and planned gifts are critical to today's philanthropy. But they can be complex and details matter. We model asset, blended, and planned gifts - and workshop with you so you and your team understand and can explain the details. AND we make the presentation clear to the donor.

Alternative Ways of Giving

We have a specialty in modeling and showing different ways donors can make gifts. Our unique workshops focus on how to engage donors in conversations about all their resources and to listen for cues that result in successful proposals.

Our gift modelling is also a signature offering; we will model gifts and guide the gift officer in how to present the proposal. These important tools help you retain your staff as you provide them useful professional development opportunities internally.

Fundraising Consulting

We are here to provide more traditional fundraising consulting as well, including strategic planning, feasibility studies to determine community capacity, case statement creation, proposal template development, donor segmentation assistance, and creating a planned giving program.

Strategic Planning

Our long history with creating robust, and achievable strategic plans make this one of our signature offerings. We can determine quickly the best opportunity for your unique culture and strengths. From there, we develop a comprehensive but concise plan with tactics, deliverables and timelines.

What Our Clients Say

"Kate worked with us to outline the process. Her presentation on "planned giving" was really on how to talk with donors about gifts. I learned a lot, AND it made sense immediately as she explained it. She gave us a digestible resource book I use regularly."