Client Services

1. Assessments240_F_76809848_p3TI6V5o8370szEHnAMWyIzJDCk8HrMx

How do nonprofit organizations know if they are prepared to enter into a capital campaign? How does a chief development officer know if they have the right staff doing the right things? The value of a consultant is to provide an independent, objective analysis based on best practices and experience. Bruce has done scores of feasibility studies and development and alumni relations assessments which have involved conducting hundreds of interviews with fundraising practitioners, nonprofit leaders and benefactors across the country.

  • Campaign planning studies
  • Development assessments
  • Board assessments

2. Campaign Counsel

Campaigns can be complex and daunting. We will help you execute your campaign plan by providing the following:

  • Counsel on campaign case development including messaging, branding and campaign communications plan
  • Assistance with developing volunteer leadership structure, roles and responsibilities, recruitment, and committee agenda development
  • Development of a comprehensive campaign operating plan
  • Assistance with the identification of major gift prospects, and the development of individualized cultivation and solicitation strategies
  • Provide volunteer and staff training
  • Partner with the organization’s CEO, chief development officer and volunteer leader through every step of the process

3. Major and Planned Giving

During his time as an adjunct teacher at the Northwestern University School of Professional Studies, Bruce developed an entire curriculum on major gift fundraising from individuals, corporations and foundations. This expertise is at the center of his consulting and includes:

  • Prospect research – strategies for identifying and qualifying potential major donor prospects
  • The relationship management system – developing major gift portfolios and tracking systems, evaluating gift potential ratings, developing comprehensive cultivations strategies, and developing appropriate performance metrics
  • Planned giving – a strategy for raising major gifts
  • Solicitation – the art of fundraising
  • Stewardship – the comprehensive donor relations program based on reciprocity and compliance

4. Staff, Board and Volunteer Training

Bruce has provided thought-leadership on a variety of fundraising-related topics through conference presentations, retreats, annual meetings and webinars. He has developed an interactive approach designed to both inform and inspire. Engagements have included:

  • American Academy of Pediatrics
  • Association of Administrators in Academic Pediatrics
  • American Council on Education
  • Association of Fundraising Professionals
  • Council for the Advancement and Support of Education
  • Campbell & Company Webinar Series
  • Partnership for Philanthropic Planning – Chapter meetings