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  Our firm exists to serve the professional fundraiser, institution and cause in the work of raising funds for their organization by offering guidance in the processes necessary to raise dollars, develop policy, create fundraising plans, perform fundraising audits, lead board training, provide major gift training, and lead executive searches.

Working with the members of your development staff, along with your Board of Directors/Trustees and your administration, our firm gathers key data that we will use to help guide your institution in its development efforts. We recognize that each agency and situation is unique, having its own values, opportunities and set of challenges, and making its own impact in the community.
 

Achieving Your Goals

Our firm works FOR you by working WITH you!
 


In order to accept gifts, your organization must be prepared to address the issues of value, liability, charitable intent, source (compatibility or controversial), appraisals, legal counsel, cost responsibilities, IRS & State regulations, gifts-in-kind, encumbered property, gift credit, matching gifts, consistent with Mission, and Case & Budget.

These and many other issues must be considered fully in the development of your organization's Gift Policy. We have drawn up a listing of these issues to help you plan in our Gift Policies Discussion Document. Contact us to get started today.

 


Consulting Clients


4Allen County Historical Society, Lima, OH – Feasibility Study & Capital Campaign

4Calumet College of St. Joseph, Whiting, IN – Capital Campaign (American City Bureau Client – AC B)

4First Baptist Church, Massillon, OH – Feasibility Study, Capital Campaign

4Interfaith Hospitality Network, Fort Wayne, IN – Development Audit, Capital Campaign

4Ivy Tech Community College, Fort Wayne, IN – Feasibility Study, Capital Campaign

4Sisters of Saint Benedict Monastery, St. Joseph, MN – Capital Campaign - Building Fundraising Program/Monthly Giving Program

4Allen County Historical Society, Fort Wayne, IN – Advisor as Needed

4American Baptist Churches of Oregon, Portland, OR – Capital Campaign

4American Baptist Historical Society, Valley Forge, PA – Capital Campaign

4Bacone College, Muskogee, OK – Capital Campaign $2 million and Fundraising Transition

4Bethel Baptist Church, Galesburg, IL – Assisting with Capital Campaign as Advisor

4Christ Community Church, Beatrice, NE – Assisting with Capital Campaign as Advisor

4Easter Seals Arc, Fort Wayne, IN (ACB) – Development Audit

4Family Services, Sioux Falls, SD – Board and General Fundraising

4Fort Wayne Children’s Zoo, Fort Wayne, IN (SDA, Inc.) – Development Study (Edwin Shafer and Associates Client – EDA)

4International House of Philadelphia, Philadelphia, PA – Major Gifts Program

4Jesuit High School, Sacramento, CA – Capital Campaign and Major Gifts

4Nevada Area Boy Scout Council, Reno, NV (ACB) – Development Audit

4Presbyterian Manors of Mid-America, Wichita, KS – Feasibility Studies – Rolla, MO and Aberdeen Village, Olathe, KS

4Rainbow Acres, Camp Verde, AZ – Development Audit & Advisor as Needed

4Slovak-American International Cultural Foundation, Chicago, IL – Building a fundraising program

4United Hispanic Americans, Fort Wayne, IN – Capital Campaign

4Wells County Boys and Girls Club, Bluffton, IN (ACB) – Development Study

 *Bolded indicate current clients



Related Links

AFP (Association of Fundraising Professionals)

AHP (Association for Healthcare Philanthropy)

CASE (Council for the Advancement & Support of Education)

NCPG (National Committee on Planned Giving)

CRD (Council for Resource Development)

ESC (Ecumenical Stewardship Center)

CLA (Christian Leadership Alliance)
 

 

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