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  • Planning and Feasibility Studies

  • Campaign Management and Direction

  • Major Gifts Enrichment and Stimulation

  • Communications, Creative Services & Messaging (Digital, Print, & Social Media)

  • Departmental Evaluation, Assessment, Benchmarking, Guidance and Systems

  • Planned Giving Implementation

Fundraising
Services 

 

Fundraising Services 

 

 

Strategic
Services 

 

Strategic Services

  • Development Assessments and Audits

  • Donor Wealth Screening, Analytics, Research, Predictive Modeling and Prospect Pool Assessment

  • Strategic Planning

  • Volunteer Leadership Recruitment, Orientation and Personal Training

  • Board Development

  • Donor Recognition Programs

  • Corporate and Foundation Research and Grant Proposals

  • Income Producing Corporate and Foundation Partnerships

  • Venture and Collaborative Philanthropy, Impact and Challenge Giving

The subtle difference is the context.  Planning Studies are presented in the context of "HOW" to advance a campaign.  Feasibility Studies are presented in the context of "IF" to develop a campaign.

 

DCI studies are individual interviews with a representative group of prospective major donors, those who may be invited to become major donors, volunteer leaders, and professional staff.  Meetings are friendly, comprehensive and strategic.  The collective discussion presents final goals and strategy to cultivate, engage, and steward ownership. 

 

The conversations are time and attention sensitive, business-like, intimate and thought-provoking discussions on personal engagement, philanthropic priority, strengths, weaknesses, and strategy. They provide a data-driven analysis of anticipated level of personal involvement and range of gift.  The meeting instills confidence in organizational management and provides data-driven recommendations for the plan, timeline and leadership enlistment.  Information gleaned furnish significant components utilized in messaging and communication.
 

 

Deliverables

 

  • A comprehensive Study and analysis based empirical evidence and experience 

  • An accurate and achievable goal 

  • A detailed plan including “job descriptions” and suggested time commitments 

  • A well-defined leadership and structure 

  • An integrated timeline 
     

Campaign 

 

DCI provides a full complement of fundraising consulting support based on your unique needs and our deep knowledge of the Jewish philanthropic marketplace. Budgets for professional services, expenses and direct overhead range in costs from $ .04 to $ .08 for every dollar raised. 
 

Management, Direction, and Implementation 

 

Management may occur on a full or part-time basis.  Our personnel interface with existing staff to coordinate and orchestrate day-to-day operations.  DCI does not merely prepare reports for action; we stand by your side implementing custom programs according the Plan, Calendar, and Leadership Structure. 
 

 

Initial activities may include: 

 

  • Prospect analytics (rating) based upon wherewithal and willingness 

  • Top leadership prioritization and acquisition 

  • Fashioning custom leadership recruitment outlines and individual training 

  • Recruiting volunteers to assume specific leadership positions (tacit solicitation) 

  • Office capabilities analysis, existing database review, data mining, analysis, and predictive modeling, staffing and workload capabilities 

  • Producing approved donor recognition programs 

  • Crafting digital, print, communications programs and messaging, and tailoring presentation materials 

  • Timeline monitoring, adjustment and benchmarking

  • Reviewing, modifying or creating planned giving policies 

 

Next steps may include: 

 

  • Research Analytics including new prospect acquisition, wealth screening, additional predictive models and best practices utilizing the many companies with whom DCI has relationships and real experience 

  • Refinement of collateral materials including a case statement, messaging, elevator speech, formal and flexible presentation materials (brochure), newsletters, web content, ePhilanthropy, surface mail and frequently asked question and answers 

  • Direct solicitation of prospects for financial commitments utilizing a recognition program 

  • Update of training manuals and trending briefing reports 

  • Solicitation team training seminars 

  • Scheduled group leadership meetings 

  • Gift documentation 

  • Corporate and Foundation (public or private) research and proposal implementation 

  • Donor protocol and systems and unique circumstance letter library 

  • Annual giving coordination including giving circles

  • Federal, and Local Government fund availability and grant development

Planning &
Feasibiility Studies

 

Planning and Feasibility Studies

Content © DCI / Development Consultants, Inc. | 2017 All rights reserved.

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