WealthEngine

Advancement Partners, Inc. specializes in institutional advancement consulting and capital campaign management for Catholic secondary education, with over 20 years of experience and half a billion dollars raised for more than 150 Catholic high schools. Through a proven and unique formula, Advancement Partners works in a collaborative partnership with the client’s school and advancement team to maximize results and provide the tools needed to continue an effective advancement program years into the future.

Fundraising Consultant

AlumniLocators is an operating division of Business Credit Information Inc. (BCI) -- a privately held corporation that has served the higher education market place for over 17 years. BCI offers a broad range of data retrieval and enhancement services that are designed to serve university and college alumni associations, advancement / development offices, research departments, and foundations. These services are driven by sophisticated programming techniques and highly advanced search algorithms that link together the data on existing records to locate new data, and rebuild files with current, valuable information.

Fundraising Consultant

American City Bureau, Inc., the nation’s oldest fundraising firm, specializes in capital campaign direction and major gift development. ACB’s seasoned professionals offer a vast array of philanthropic development services tailored to meet your organization’s individual culture and needs. Their work spans the range of non-profit organizations from youth and social services to religious orders and organizations to healthcare, education and the arts.

Fundraising Consultant

Avalon is a direct marketing agency that helps nonprofits and progressive political campaigns maximize fundraising – in the mail, on the phone, and online. Avalon brings a truly integrated view of how all of these channels interact and support one another—orchestrating high-impact multi-channel campaigns that produce top results. At the heart of Avalon’s approach is the fact that fundraising success is the result of building strong relationships through a thoughtful balance of communication, engagement, solicitation and cultivation.

Fundraising Consultant

The Balser Group team has over 150 years combined experience in non-profit management and fundraising. Expertise, experience and integrity are the most important contributions of professional counsel. The Balser Group assigns senior staff members with an average of more than 15 years experience in the non-profit field to every project. Our client list includes a wide variety of 5organizations: healthcare, arts, social service, education, youth and family, and faith-based organizations.

Fundraising Consultant

Bentz Whaley Flessner works with clients to strengthen their fundraising programs, plan and implement capital campaigns, and use leading edge analytics to increase overall charitable giving results. Bentz Whaley Flessner takes a team approach to the delivery of their services. As a result, clients benefit from the multiple perspectives of their diversely experienced staff. To further this advantage, they have teams which work together in specific non-profit subdivisions which we refer to as practices: Education, Healthcare, Cultural/Arts, Community/Environmental. Each of these arenas has unique aspects to their philanthropic endeavors which Bentz Whaley Flessner understands.

Fundraising Consultant

Richard R. Blain & Associates is a full-service fundraising and public relations consulting firm, which provides service that is “experience-based” and “tailored” to each client's particular needs, circumstances and organizational culture. RRBA's staff of professionals brings to their clients their combined knowledge to assist with implementing, refining or expanding clients' development programs. They can assist with preparing for and conducting capital campaigns, contributing significantly to an organization's success.

Fundraising Consultant

Bloom Metz Consulting is a firm dedicated to helping nonprofit organizations achieve their goals – financial, strategic, marketing, and leadership. Bloom Metz Consulting associates are specialists in nonprofit fundraising, strategic planning, marketing and leadership development. Bloom Metz Consulting will assess the client’s situation and provide positive, pragmatic solutions to their needs, enabling clients to focus on their missions and attend to the services and people that depend on them.

Fundraising Consultant

Capacity Partners, Inc. helps nonprofit organizations meet today's challenges of raising funds and driving growth.  They offer consulting services in strategic planning and fundraising, including feasibility studies, capital campaigns, and comprehensive fundraising planning and implementation. Their clients span the arts, educational, environmental, international, and social service arenas. Founded by nonprofit expert May Robinson, Capacity Partners has earned a reputation for connecting thoughtfully with clients and for creating strategic solutions that really work.

Fundraising Consultant

Chase Solutions is a nationally known firm providing prospect research and data screening solutions for philanthropic organizations. Their services support the identification, cultivation and solicitation of major donors. Their donor profiles are regarded as valuable tools in cultivating major donors. Through research and screening, they provide background information on high net worth individuals to assist clients in deciding who to approach, and how to approach them for major gifts, naming opportunities, annual giving, and campaigns.

Prospect Research Consultant

Convergent Nonprofit Solutions has worked with all kinds of organizations, from Chambers of Commerce to religious organizations, from national museums to rural health networks, and from local youth organizations to international research institutes.  They don’t rely on purely emotional appeals; rather, they move nonprofits from a charity mindset to meaningful investment using the Investment-Driven Model™.  Using this model, Convergent moves beyond simply describing organizational outcomes to actually demonstrating the value of the outcomes to investors.  Convergent’s innovative tools have consistently maximized the dollars raised from individual funding sources by effectively translating specific outcomes into specific benefits for existing stakeholders and potential investors.

Fundraising Consultant

Copley Raff provides a deep "bench" of consultants with the expertise to present the informed strategy that is needed for an organization to make effective investments in its development program. The firm has forged a highly regarded reputation for achieving client objectives through the creative application of fund raising and development "best practices" that fit the specific circumstances of the organization.Copley Raff's team of Senior Associates has it all: superior technical depth in fields such as major and planned giving, campaign strategy and grant funding, plus a history of success in high-level fundraising based on solid, trusting relationships.

Fundraising Consultant

CCS is one of the most comprehensive and widely recommendedfund-raising consulting and management firms in the world. Established in 1947, CCS serves as a trusted partner to leading non-profits. Our projects span the recognized philanthropic sectors. CCS’ permanent, professional staffbrings energy, intelligence, creativity and a strong work ethic to every engagement. They place a premium on knowledge and training. CCS's record of success is unmatched. Our achievable recommendations position non-profit organizations for transformational growth.

Fundraising Consultant

Demont Associates’ mission is to make a lasting difference for good by partnering with not-for-profit organizations to dramatically increase their voluntary giving. Demont is a full-service philanthropic counseling firm that provides an attentive team of professionals committed to volunteer-driven fund-raising and advancement programs, and offers a variety of tailored services. 

Fundraising Consultant

Donor Strategies, Inc. provides consulting services to nonprofit organizations to assist them in increasing the resources necessary to successfully fulfill their missions. They are a professional services firm specializing in Fundraising, Development and Campaign Planning, and Board Development for the nonprofit sector.  Their clients include schools, hospitals, health-related and social service agencies, professional and trade associations, and advocacy groups.

Fundraising Consultant

Gabriel Group helps Development Executives annually increase donations and planned giving production by 25-50%. They are experts in integrating donor analytics, mid-point donor programs and planned giving marketing.

Fundraising Consultant

GV&A has an unparalleled record of success in assisting their clients in executive search, effective planning, capital campaigns, successful facility development, and dramatic improvement to contributed and earned revenue. The firm’s clients range from the continent’s largest ballet and opera companies, theaters, museums, art galleries and orchestras, to highly specialized cultural organizations such as modern dance companies, folk festivals, theaters for young audiences, science museums, performing arts facilities, historic theaters, living history museums, arts service organizations and government agencies.

Fundraising Consultant

Goettler Associates is one of America's most trusted advisors and resources for fund raising, strategy, and planning.  Since 1965, Goettler Associates has helped it's clients accomplish their mission, achieve their goals, and strengthen their communities. They are a full-service, client-oriented firm providing state-of-the-art analysis, consulting, and management in all areas of fund raising, marketing and institutional advancement to nonprofit institutions large and small.

Fundraising Consultant

Jan Grieff Research Associates specializes in prospect identification and research for non-profits, provideing the background material and framework for nonprofit organizations to raise funds successfully. Their prospect research matches the client’s funding needs with the potential donors that have the means and inclination to support their organization. Their goal is to find individuals, corporations, and/or foundations with an interest in the client’s cause and the financial capacity to make a substantial contribution.

Prospect Research Consultant

Kelsch Consulting serves higher education, independent schools and the non-profit community with customized services to build philanthropic support. Their services include staff, volunteer and leadership training programs, comprehensive advancement counsel, campaign planning and feasibility studies, program reviews and assessments and major gift fundraising.  At Kelsch Consulting, recommendations, solutions and strategies are not simply philosophical; they are designed to ensure positive results for you and your organization. They emphasize providing not only advice and counsel, but also products that the client can use to enhance efficiency and effectiveness.

Fundraising Consultant

m3 Development specializes in fund development; campaign planning & management; board governance; executive search; individual, foundation and corporate philanthropic management; and strategic planning.

Fundraising Consultant

Market Development Group (MDG) provides fundraising counsel and service to a diverse group of nonprofit clients around the world. Since their founding in 1978, they have helped more than 500 organizations meet their challenges and realize their full potential. Their success is defined by clients who repeatedly return to MDG for counsel, and by the millions of donors who participate in the projects and campaigns they manage.

Fundraising Consultant

Metropolitan Group is a full-service social change agency that crafts and integrates strategic communication, creative and resource development services that empower social purpose organizations to build a just and sustainable world.  Metropolitan Group was founded in 1989 and has offices in Chicago; Portland, Oregon; San Francisco; and Washington, D.C. MG works exclusively on behalf of social purpose organizations—nonprofits/NGOs, government agencies and socially responsible businesses. They work as a team with clients to create results, including sustainable attitudinal and behavioral change; increased participation, program use and awareness; and expanded resources and capacity. MG has also developed a Public Will Framework, which organizes social impact campaigns to have long-term and movement-building impact. Their four practice areas are: Strategic Communication, Resource Development, Multicultural Communication and Organizational Development.

Fundraising Consultant

The Phoenix Philanthropy Group serves the needs of many different nonprofit organizations, both around the world and around the corner. They pride themselves on delivering strategic, innovative, accountable, and outcomes-driven fundraising and constituent relations services. They also serve the special needs of individual, foundation, and corporate philanthropists, helping each align their unique social interests with the right nonprofit organizations worldwide. The Phoenix Philanthropy Group specializes in four primary areas: Education; Arts and Culture; Human Services, Community Services, Healthcare; and Individual, Foundation, and Corporate Philanthropy. Their consultants’ direct experience and resources extend into countless arenas, including exceptional experience in international fundraising, alumni relations, interim management, and more.

Fundraising Consultant

Pratapas Associates, LLC provides fundraising counsel to not-for-profit organizations in the areas of Capital and Endowment Campaigns; Major Gifts; Events; Strategic Fundraising and Capacity Building Plans; Board and Volunteer development; and Executive Search and interim staffing. They offer a customized approach to meet the needs of each client, bringing over 30 years of executive experience in successfully leading not-for-profit organizations. They offer a pragmatic, hands-on and results oriented methodology with a proven track record of success in growing and developing organizations at the community, state and national level.

Fundraising Consultant

The Prospect Finder provides services to help nonprofits, financial advisors and other business owners find and connect with their top prospects. Services include: Outsourced prospect research, including profiles prepared on high-net-worth individuals, foundations, corporations; Onsite personalized training on effective prospecting techniques; Group and One-on-One Webinars; Speaking Engagements for your organization or association; Email marketing:  Set-up, Consultations, and Speaking Engagements; Simple, Effective websites you can easily maintain yourself; and Interactive Prospecting Tools embedded with over 75 websites for prospecting. Maria Semple is the firm's principal.  An experienced researcher, trainer and speaker on the topic of prospect research, she consults with organizations and firms interested in finding and connecting with their best prospects for long-term relationships.

Prospect Research Consultant

R. Bryan Associates LLC is committed to providing nonprofit organizations with personalized support and services that will help them to achieve their mission and to achieve their true potential. They offer services for consulting and implementation of annual and capital fundraising, major giving, feasibility studies, strategic planning, organizational development, leadership development and training. Rebecca Bryan, President, is a leader and seasoned professional dedicated to connecting the mission of nonprofit organizations with the resources necessary to achieve their goals.

Fundraising  Consultant

Laura A. Solla, Prospect Research & Development Strategies is a consulting service specializing in prospect research, wealth and asset assessment, prospect identification, relationship network development, and prospect management strategies for individual, corporate, and foundation prospects.  Since founding Prospect Research & Development Strategies in 1999, Laura A. Solla has served over 150 clients across the U.S. and U.K.many of whom are regular or recurring customers. Clients range from private schools and higher education institutions, cultural arts organizations, hospital systems, trade associations, grassroots organizations, health and human services agencies, public radio and television, corporate entities, and just about everyone in between.

Fundraising Consultant

The Sheridan Group is a full service fundraising consulting firmwhich helps nonprofit organizations succeed through strategic, operations and philanthropic planning and through implementing cost efficient, productive fundraising programs.

Founded in 1983, The Sheridan Group has served more than 225 clients in all sectors of philanthropy to raise more than $1 billion. The firm specializes in capital campaigns from $5 million to $100 million and has a history of developing long-term client relationships and repeat business.  Company principals are extensively experienced in all aspects of philanthropy and nonprofit management.

Fundraising Consultant

Source4 designs and executes cross- media marketing campaigns that will increase response rates and enhance your database. Direct mail, Personalized web-sites, e-mail, SMS text messaging and matrix campaigns along with good data provided by WealthEngine make up a good campaign. Contact Jim Constantin of Source4 at 800-676-6848 to discuss how Source4 can increase your response rates and enhance your database.

Fundraising Consultant

Veritus Group was established in 2005 to provide major donor fundraising services to charity clients internationally. The company works with top brand charities to provide major donor analysis, strategic planning, auditing of giving programmes, executive coaching, interim development leadership, as well as creation of multi-channel campaigns and use of social media in fundraising. Their philosophy is to help fundraisers to manage major donor relationships to build lasting and loyal donors. Using specialised tools including WealthEngine, they find the donors that want a relationship with their client’s charity. Then they create a workable plan for each donor and manage the plan with accountability. The result is increased donor loyalty, retention and giving.

Fundraising Consultant

Westfall Group works to integrate proven, ethical principles of major gift resource development into the ethos of not-for-profit organizations, so that they may fulfill their missions and realize their dreams. Whether their program needs a few tweaks or a complete overhaul, The Westfall Group can help clients ensure the highest possible return on investment — as they’ve proven again and again with some of the most established non-profit organizations in the world.  In fact, in just eight years, The Westfall Group has raised more than $230,000,000 for their clients. From development officer training to full-blown fundraising events, to mid-range donor development, they stand ready to serve.

Fundraising Consultant (major gifts)

William F. Stockwell has served over 283 clients in 41 years of service to New England Non-Profits, helping organizations improve their development potential through highly personalized, traditional development techniques along with cutting edge technology to raise over $43 Million through Annual Funds, Major Gifts, Capital Campaigns, Endowments, and Planned Giving. He has also helped hundreds of organizations computerize their development offices and is now a Dealer for SUSTAIN Fundraising Management Software.

Fundraising Consultant