Campaign & Philanthropy Strategy

Campaign feasibility and planning studies, capital campaign consulting, and comprehensive philanthropy, development, and foundation strategic planning (with written reports).

Major & Principal Gifts Programs

Major and principal gift strategy, portfolio design and maximization, and development or refinement of Grateful Patient programs.

Philanthropy Operations & Assessments

Philanthropy office and affiliated foundation assessments, including systems, structure, and performance analysis (with actionable recommendations).

Training, Coaching & Leadership Development

The Intentional Gift Officer™ training and follow-up coaching, plus tailored coaching and training for trustees, administrators, physicians, faculty, and volunteers.

Facilitation & Speaking Engagements

Speaking and facilitated sessions for boards, development committees, leadership teams, and staff retreats.

Planned Giving Strategy & Integration

Planned giving program development, assessment, and integration into major gift and donor engagement strategies; fractional planned giving director.