Annual and Planned Giving

Comprehensive Annual Development Plan
The Comprehensive Annual Development Plan delivers a tailored organizational overview for your development plan and fundraising operations. This intense day of counseling provides targeted observations, detailed priorities, benchmarks and recommendations that motivate your organization to raise more money.

With you, we organize your annual development calendar and set yearly priorities. We highlight strengths and set actions for improvement as we set and align priorities for execution. A tactical timeline brings annual fund, special event, major and planned gifts and other unique activities together in one document. Planning and organizational resources complete the package.