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Partner Descriptionsort descending Specialty Areas Website
The Rudin Group

The Rudin Group, a wealth marketing firm, creates brand awareness and visibility campaigns for financial services clients including family offices, RIAs, banks, fintech/vc, philanthropies, hedge funds, and other wealth management firms seeking UHNW/HNW clients. Specializing in content and marketing programs to reach next gen wealth holders - Gen X, Gen Y and wealthy babyboomer investors globally.

Financial Services
Total Community Manager

Total Community Manager is an easy-to-use and affordable non-profit donor management software package that allows you to efficiently manage your entire community of stakeholders and maximize your fundraising capacity. TCM is unique because it dispenses with the unnecessary bells and whistles that weigh down many fundraising products in exchange for a straightforward software package that is flexible, easy to use and sophisticated in its simplicity.

Technology Partner
United Way

The work of the United Way is fueled by the passion of 2.6 million volunteers and 9.6 million donors who give their time, their money and their voice to improve the lives of others.  Every day, United Way volunteers, donors and advocates are making a lasting difference in so many ways. That can mean helping a child learn to read, donating money to make sure people have access to quality medical care, speaking out in support of policies that provide training for in-demand jobs and so much more.  The focus of the United Way is on educationfinancial stability and health, the building blocks for a good life and a strong community. 

Association
Veritus Group

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

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
William F. Stockwell

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
WPO Development

WPO Development is a full-service consulting firm offering planning studies, feasibility studies and on-site capital campaign management to nonprofit organizations across the country.

Fundraising Consultant
Xceede Solutions

At Xceede Solutions, driving growth and revenue for your organization is our mission. We’ll empower your fundraising team to be more informed, efficient, productive, and strategic while leveraging the Salesforce Platform™. Our Non Profit Solutions include Sustainable Fundraising Strategies (Donor Analytics, Board Engagement, and Individual Donor Strategies) and are built around our three core competencies (Advisory, Apps and Analytics). Advisory: We bring industry best practice and thought leadership to your organization and help you prioritize and assess the impact of your initiatives. Apps: Our enterprise class apps leverage leading cloud-based technology platform to solve critical business challenges.  Analytics: Our industry aligned Predictive Analytics models will allow you to maintain your competitive edge while cost-effectively scaling your operations and streamlining your activities.

Technology Partner

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