Strategic Planning sets the direction for your organization and reaffirms and supports your mission and vision. Fund Inc® can help you navigate the planning process and clearly articulate your organization’s goals. We help you create a usable plan with a timeline and measurable goals that get you moving!

Feasibility Studies help your organization determine its readiness to begin a major capital or endowment campaign. Fund Inc® takes pride providing a study report that shares findings, recommendations as well as a preliminary campaign plan to support your campaign goals.

Capital & Endowment Campaigns move your organization to new levels of fundraising complexity--ones where outside counsel can be of important benefit to your success. Fund Inc’s strategic counsel and guidance throughout each phase of your campaign help you to maximize your internal resources to achieve a winning outcome—whatever your campaign goal.

Major Donor Strategies can boost your annual giving—and what organization’s giving does not need a boost? Whether you are seeking to identify and solicit new sources of significant individual gifts or to increase giving of current donors, our experience and expertise will help guide you to success.

Annual Fund Strategies develop sustained support from your organization’s core constituents and are critical to meeting your fundraising goals and enabling your programs to thrive. With our expertise you will be able to develop and implement an annual giving program that can increase the number of donors and dollars to your organization.

Special Event Assessments will help your organization determine the most prudent use of valuable staff and volunteer time and resources. We will review each of your events to identify the income to expense ratio and recommend changes to maximize income and reduce cost. Thinking of starting a new event? Let Fund Inc® evaluate the project before you begin.

Resource Development Assessments & Plans will evaluate and put together the right mix of fundraising programs to successfully increase giving. Our evaluation process will determine the effectiveness of your current efforts and make recommendations for strategic changes. A resource development plan is most successful as a culminating tool to your strategic planning process.

Case Statement Preparation is critical to your fundraising efforts in any size capital or endowment campaign. Fund Inc® will guide you through the process of creating a strong case that clearly presents the story of your organization and why your campaign is important NOW. Our team can write your case or we can support the efforts of your staff as they create your story.

Board and Volunteer Engagement & Education is critical to successful fundraising. Our proven board development process helps volunteers understand, accept and act upon their important role in governance and fundraising.

Meeting, Workshop & Retreat Facilitation by outside counsel can produce powerful results. We bring objectivity and an encouraging and inclusive process that engages each participant. Working with you, we develop the format and tools that will guide your meeting and achieve your end goal.