Supplementary Services

Campaign Counsel

With the SMART Way foundation in place, you may be ready to launch special campaigns but lack the skills, talent or time to do so. Our Certified SMART Way consultants and other specialists can tackle Capital Campaigns and Major Gift Programs.

Direct Appeal Content Creation

Your SMART Way Prospect Scorecards reveal your best donors' giving motivations, so messaging can be more targeted and powerful. Our consultants are experienced writers; let us take over the time-consuming tasks of creating appeal letters, eblasts and social media content. Couple this with ExactAsk individual-giving software and watch the gifts roll in.

"Voice of the Donor" Interviews

Donor interviews don't just help you build great Scorecards. They capture the Voice of the Donor, giving you unequalled insights for marketing messages and search-engine optimization. We can do these for you, so you can focus your fundraising team on cultivating gifts, grants and corporate sponsorships. 

Grantseeking Services

Grants can deliver large amounts of money to fund special programs, but it's time-consuming work with uncertain outcomes. Our consultant team has deep expertise in grants research, developing and revising the case for support, and preparing grant applications.

The Development Audit

If your development shop has been operating for several years, you run a variety of campaigns and events, and get money from diverse sources, an in-depth Development Audit is for you.Our online Development Audit format guides you through the information needed. Then our experts analyze the data and provide an interpretive report. Executive briefings and consulting services for improving the development shop are available.

Special Event Analysis

Special events can raise a significant amount of income while expanding your following - if you handle them right. Our Special Event Analysis shows how to reach desired levels of profitability, participation, and expense control.


Supportive Technology

Prospect Research Services - DonorSearch

Our partnership with DonorSearch is very special to us. Their innovative service provides deep insights into wealth profile, giving capacity and history, even who knows who. Get a free file review to see what this powerful prospect-research engine can do for your major gift program. Have donors who match your SMART Way Scorecard? Make sure you're asking for the right size gift, and don't leave money on the table.

Direct-Appeal Marketing Automation

Go beyond on-line giving with ExactAsk, our partner for direct-marketing automation. ExactAsk automates direct mail, direct email, even mobile, text and social appeal campaigns. We like ExactAsk because their service is "smart" enough to fit the SMART Way - it knows how much to ask each individual donor on your list!

Donor-Management and CRM Services

f you're a SMART fundraiser, a contemporary CRM platform is a must-have. We have gotten to know many providers over the years.  Visit our Partners Page to learn more. Every one of our CRM Partners can be customized to support the critical data elements of Fundraising the SMART Way.

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