Services we Offer




 Following is a list of a few of the services that we offer.

  • Guidance on your campaign
 
  • Seeking initial gifts for the campaign
 
  • Feasibility studies
  • Campaign finance suggestions
  • Major gift procurement - following the feasibility study
  • Coming in and completing a campaign that has stalled
  • Debt reduction campaigns
  • Focusing your board to the energy level needed for campaigns
  • Planned giving
  • Major gifts
  • Annual campaigns
 
  • Solicitation and cultivation training
 
  • Special event Management
 
  • Celebrity endorsement
 
  • Organizational assessments
 
  • Concentration on stewardship and campaign announcements
( IE: STOCK EXCHANGE BELL, CELEBRITY ENDORSEMENTS  & SIGNATURE  EVENT ANNOUNCEMENTS)
 
  
 

 

CAPITAL CAMPAIGN AND MAJOR GIFT CAMPAIGNS


Academy of the Holy Names Tampa, FL Building Blocks15M
Boys Scouts of NYC, NY Campaign on the Hudson Marts & Lundy 10+
Capital Campaign Girl Scouts, PA Camp Tomorrow7M
Easton Hospital, MD 80M
Moffitt Hospital Tampa, Fl88M
Tampa, FL Orchestra Debt campaign3M
University of Scranton, Scranton Pa
Build our Future 13M
 
 

Hospital Albert Schweitzer Multi level Campaign – 50th Yr celebration
33 countries
42 campaign levels
Board campaign & training
Rebuild- Mellon 50M
International Campaign
50M Endowment


As a wealth manager for Charitable clients for Wachovia and Harris Trust I had a total of 163 non profit
clients; many of those clients were in the midst or starting a capital campaign. Many needed to restart
stalled out campaigns and as ancillary services requested I was involved in all of the Palm Beach and
Treasure coast campaigns as required as their counsel.

*Board Training was required on most campaigns – all campaigns required a feasibility study