SBA develops a plan tailored to meet our clients’ special needs. We direct all aspects of capital fundraising programs, prepare materials, help identify, research and recruit prospects, develop a cultivation program, coach volunteers on solicitation techniques, establish gift recording and acknowledgement protocols.
Feasibility and Implementation Studies
Capital campaigns are preceded by a Feasibility Study. The study determines how much money an organization can raise, who will lead a campaign and when a campaign should be launched.
An Implementation Study continually identifies and cultivates prospective donors. The study yields new prospects, promotes the project, recruits additional leadership and grows the organization’s gift base.
SBA works with key volunteers to establish a vision. We use a team approach, with up to four experienced consultants conducting interviews. Our team meets to analyze results, verify data and develop conclusions that lead to clear cut recommendations.
Annual/Gift Major Campaigns
SBA directs the planning process, builds an annual giving campaign and teaches staff best practices in fundraising. Working together with our clients, we create a calendar of activities, a budget and fundraising materials, groom volunteers and steward donors.
Development Assessment and Planning
SBA’s Resource Development Assessment© (RDA) is unique in the consulting business. We work with a small study group composed of the organization’s key staff and volunteers to review the current development program and together create a plan the organization can call its own.
Educational Workshops and Training Sessions
SBA’s hands-on interactive workshops gives board members, staff and volunteers the confidence and skills needed to be effective fundraisers. Our workshops and training programs include, but are not limited to: Philanthropy in America Today, Cornerstones of a Capital Campaign, Prospect Research, Planned Giving and Solicitation Training.
Knowing that every client has different requests, we pride ourselves on providing specialized services that fit your needs to help you develop leadership, boost fundraising efforts and achieve results.
- Board Development and Board Retreats
- Project Campaigns
- Prospect Research
- Strategic Planning
- Writing Services including grants, case statements and campaign materials
- Database Training and Counsel