For Charitable Organizations

Relationship Building

I can help you to develop simple donor reporting mechanisms that highlight the impact of your donors’ gifts without compromising staff capacity. I have worked with many small to mid-level charitable organizations, so I understand that the capacity challenge charities often face results in donor relationships that are, at times, more transactional than meaningful or enduring. While reporting to your donors may seem daunting, good stewardship, as you know, is critical to the sustainability of your fund development programs. I will help you to deepen your relationship with your donors so that they will be much more inclined to support you, year after year. I am confident your donor retention rates will improve through the simple yet powerful stewardship practices that we put in place together.

Strategy and Planning

Beginning with a review and assessment of your current development program, I can take you through an evaluation process that becomes your starting point for program, budget and operational planning. Together, we will be able to effectively set priorities, focus energy and resources, and develop a budget that will support your development plan.

The strategic framework we create will include steps to secure the endorsement of management and board leadership as well as employee buy-in. This important step will help to ensure (1) that everyone agrees on the expected goals and outcomes for the organization and on how best to achieve them, and (2) that everyone is working toward common goals established in the development plan.

Full Service Consulting

I have access to a strong multi-disciplinary team of fundraising professionals and a broad range of services as a member of The Goldie Company, one of Canada’ leading consulting firm that works exclusively with the charitable sector. Since 1965, The Goldie Company has been providing wise counsel to hospitals, foundations, educational institutions, and a vast range of cultural, environmental, social service and community organizations. This seasoned team is adept at identifying sponsorship and relationship building opportunities, undertaking strategic planning and community engagement programs, developing cases for support, and designing stewardship, communication and marketing plans.

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