We use a strategic, research-based approach to help you effectively analyze, refine, and refocus your gift planning, major gift, and marketing programs to meet the needs of donors at all wealth levels.

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Our customized training prepares fundraisers to have the right conversation at the right time. “Strategic Gifts Training gave me the perfect frame of reference to meet the donor at his true capacity for a seven-figure gift.”

Fundraiser for a national conservation organization

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We contact your donors to survey their philanthropic interests and goals. This frees your fundraisers to focus on their most important work: closing gifts.

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