Case Statements
A compelling, authentic case for support that communicates your needs and vision to prospective donors in language they will trust.
For nonprofits & schools
Serving the missions that serve everyone else.
We advise, support, and consult with nonprofits and private schools on capital campaigns in the $1M–$15M range - plus strategic planning, leadership development, and the full fundraising lifecycle.
Capital campaign advising
A trusted partner from readiness to public phase.
As a small firm, our clients receive direct, senior-level engagement throughout the entire campaign. You get one experienced consultant - Dr. Tad Dickel - from the first phone call to the celebration event.
Feasibility Studies
A confidential process of donor interviews and analysis that tells you - honestly - whether your campaign is likely to succeed, and what to adjust.
Campaign Planning & Advising
A clear plan for the campaign, plus hands-on coaching for leadership and volunteers throughout the silent and public phases.
Back Office Support
Pledge tracking, acknowledgements, reporting, and communications - so your staff can stay focused on donors and the mission.
Planned Giving
Planned giving is a tremendous, underused opportunity. We help nonprofits build a program that generates sustainable, regular support.
Associated resource: Legacy Giving for Schools (available on Amazon).
Fundraising & development
Sharper workflows. Better technology. Stronger results.
We examine your existing development workflows, identify bottlenecks and opportunities, and explore how AI and other technologies can streamline the work - always aligned with the outcomes you're trying to reach.
Facilitated working sessions with clear agendas
A living process map for your development team
Typed meeting notes after every session
A technology recommendations report
Suggested next steps for implementation
Leadership coaching alongside the work
Is your organization ready for a capital campaign?
A free capital campaign readiness checklist is available on our site. It's a practical, 13-step tool drawn from decades of campaign experience.
Get the readiness checklistWondering if the timing is right for a campaign?
Every engagement begins with a discovery session. We'll listen to your story, review where you are, and help you name a sensible next step.
Book a discovery session