Conference audience listening to Lisa present

Gift Planning Strategy

Taking an approach of working with you and for you, we empower you to launch or revitalize your gift planning program. This includes strategies to integrate legacy and non-cash asset giving throughout your philanthropic development team, including all levels of fundraising, marketing and communications, and administration. Our focus on a relationship management approach will translate to impact in your organization.

Gift Acceptance Policies

Donations can come in a variety of formats … does your organization accept non-cash assets (such as art or vehicles)? What do you do when offered a gift of real estate? Or bitcoin? A Gift Acceptance Policy is critical in providing a framework for what your organization will accept, as well as how gift offers will be reviewed and accepted (or declined). Have an existing policy? We can do a quick review and provide recommendations. Need a policy created? We can help.

Expert Coaching

Need gift planning knowledge to succeed in meaningful engagements with donors? Seeking feedback on your work plan or strategies? Ask one of our Fab Experts! Book an intro session to discuss your goals, then book time with our experts directly. You can also underwrite a session on behalf of your favorite nonprofit.

Philanthropic Plan Development

Annual fund, giving day, year-end, online, endowment, and capital are all campaigns that can help you develop a comprehensive fundraising plan. Our breadth of experience in communications, marketing, annual giving and frontline fundraising will provide you with the tools you need to be successful in any campaign you choose. 

Development Communication Strategy

From communications audits and plan development, to one-on-one coaching and digital marketing implementation, we take a holistic look at how your communications strategy is impacting your bottom line.  We will work with you to elevate your communications strategy and how it impacts your giving.