We work closely with each of our clients. We have five ways we can help you grow your fundraising. Pick one, or a combination – we will help you meet your goals.

1. counselOnDEMAND
2. Research, Assessment & Feasibility Interviews
3. Fundraising Design and Planning
4. counselCARE
5. Training and Workshops

counselOnDEMAND

• Build your fundraising capacity and infrastructure.
  
• Create a strong case for support.

Let us help you meet your fundraising challenges and manage your fund development resources and staff most effectively. counselOnDEMAND provides flexible, low-cost fund development coaching and strategy sessions for executives and development directors. You get five hours of on-call expertise each month. Call on us whenever you need us — we will be there to support you with solutions. This service can be used for proposal and document reviews, strategy sessions, coaching and mentoring, or the development of a fundraising plan. This affordable, point-of-entry service is ideal for organizations with limited budgets. For others it can be the first step in preparing for a feasibility study, creation of a campaign plan, or as a follow-up service for continuing clients.

Research, Assessment & Feasibility Interviews

• Test your case in the marketplace.
• What you need to know before you begin fundraising.

Before you launch a new fundraising initiative let us talk with your current and prospective donors, volunteer leadership, and community stakeholders to learn how they respond to your proposed initiative and case for support. We will interact with your staff and review your reports, policies, and procedures to assess your fundraising readiness. This research helps ensure you launch your fundraising at the right time, targeting the right people with the right case for support. Includes a user-friendly, solution-focused report with suggested next steps to advance your fundraising.

Fundraising Design and Planning

• Your custom-designed fundraising plan.
• Timelines, strategies, roles, and responsibilities.

After we have completed our research and assessment we will create a multiyear fundraising plan to guide and coordinate your fundraising activities and strategies. Such a plan is a unique tool for engaging volunteer leadership, managing and evaluating your cultivation and solicitation strategies, and measuring fundraising progress. Your plan will be designed to take advantage of your strengths and help address perceived challenges or obstacles to fundraising success. Timetables, strategies, roles, and responsibilities make a Saad & Shaw plan a fundraising recruitment and management tool.

counselCARE

• Let us help you implement your plan.

Ongoing support and strategies. We are ready to work with you, hand in hand, to guide your annual fundraising or a multiyear special campaign. We become a member of your team, helping coach and orient your staff, board members, and volunteer leadership. We create strategies to help you take advantage of opportunities or work around challenges. counselCARE can be secured for two to six days per month.

Training and Workshops

Let us know the area in which you need training and we will create a custom workshop designed to engage participants and get the results you seek. All workshops are interactive, include pre-workshop “homework” and post-workshop materials that attendees can use to support their work. Workshops can be tailored for presidents and CEO's, board members, volunteers, or a combined audience. Frequently requested topics include:

• Prerequisites for Fundraising Success
• Developing Your Case for Support
• How to Solicit A Gift 
• The Role of the Board in Fundraising
• Creating Your Fund Development Team
• Creating Your Annual Fundraising Plan

Campaign Research Design Planning Implementation

901.522.8727 / 510.798.4888

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