Achieve Success — No Matter Your Canadian Nonprofit's Size, Sector, Or Mission
We enjoy plugging into your Canadian charitable organization’s objectives, hurdles and goals. As fundraising consultants, we’re honoured to be trusted changemakers in offering fresh, dynamic perspectives. Be it to build capacity in people, processes and new pathways, it is a privilege to work with you, not for you. Here are some of our clients’ successes around organizational sustainability and philanthropic value.
Global consultants support developing a fundraising plan to raise $300 million
Client: Ocean Wise, Vancouver, British Columbia. (2024 – Current)
Objective: Develop a comprehensive fundraising plan to raise $300M, expand and qualify the prospect base, strengthen understanding of KPMs and actionable reporting tools to guide strategic decision-making.
Result: They have taken crucial steps in implementing their fundraising plan, notably strengthening pipeline management and enhancing internal reporting practices. Following a wealth screening, they expanded and refined their prospect base, leading to future growth and deeper donor engagement.
Global’s Role: Prospect Research (wealth screening), Fund Development Planning, interim leadership, Stewardship plan.
“After our experience with Global, we wish we had engaged them sooner. While we were initially hesitant about using an external consultant – who may not have deep knowledge of our work – our fears were proven wrong. Had we engaged Global sooner, we would have been further ahead in our plan and had happier donors. We learned the importance of not only sourcing funds but stewardship of donors. Global Philanthropic Canada has resources in many areas including technology and training. We had a member of their team act as our Director until we recruited a permanent position. We included Global in our all-staff conference and they provided training to instill a practice of philanthropy. The surprise was how vast their network and skillset is! They were able to tackle all our needs in such a way that we were able to quickly implement recommendations and see results.“
Jennie Moushos, Chief Operating Officer
Nic Schulz, Director, Communications and Engagement
Ocean Wise
Global consultants support Celiac Canada to break $1 million revenue mark and double monthly donors
Client: Celiac Canada, Toronto, Ontario. (2023 – Current)
Objective: Assist in shifting from a member driven to a philanthropic focused organization.
Result: Doubled their monthly donors and helped them break the $1 million dollar revenue mark for the first time.
Global’s Role: Created a robust monthly phone campaign. Delivered strategic and direct tactical support for the annual fund, including campaign themes, mailings, and social media engagement. Provided strategic counsel for Executive Director and Board members, including facilitation of new strategic plan.
“We’ve had the pleasure of working with Global for over two years. During a transition from a member-based organization to a philanthropic one, we recognized we simply could not navigate the transformation on our own. Global collaborated with us on strategy and execution. Throughout significant change, they have been a constant supportive presence and with their expert guidance, we hit our $1M revenue goal for the first time!”
Melissa Secord, CAE (she/her) National Executive Director
Celiac Canada | Coeliaque Canada
Global Senior Consultants embed themselves with 'positive and fruitful' results
Client: CARE Canada, Ottawa, Ontario. (2021 – 2024)
Objective: To maintain and grow relationships with donors during a period of program and team renewal.
Result: Comprehensive assessment and recommendations tailored to CARE’s unique needs.
Global’s Role: Audit & assessment, leadership & execution. Global was able to seamlessly embed into the major gifts program, ensuring CARE was able to maintain important donor relationships, while providing ground-level insights into their fundraising operations.
“I think what I really appreciated was the way in which the Global team really elegantly embedded themselves inside CARE, and really “cared” – if I can put it that way – about us! We had a group of consultants from Global Philanthropic Canada essentially embed themselves in the organization and grab ahold of our major gifts program and bring it home for the end of the year. They taught us a whole bunch of things informally along the way about best practices, standards and processes. And the formal assessment was fundamental to how we decided to move forward in reshaping the team and in reconfiguring it across the broader external facing elements of the organization. In every way, the engagement with Global Philanthropic was very positive and fruitful for us.”
Barbara Grantham, CEO & President
CARE Canada
Global optimizes our major gift plan 'guiding a partner from a five-figure gift to a truly transformational
seven-figure investment'
Client: Teen Challenge Canada, London, Ontario. (2023 – 2024)
Objective: Define steps to build and create a relationship-based system for a major gift program.
Result: A sustainable major gifts framework, resulting in a 78% revenue increase in year one. The team gained momentum through shared wins, enhanced stewardship practices, and a more strategic, donor-centric approach—laying a strong foundation for long-term mission growth – our organization is saving Canadian’s lives! A multi-year commitment with a key partner is well underway, with Year Two funds dedicated to advancing a transformational seven-figure goal.
Global’s Role: Build a full mapping process to create and establish a moves management system, including training and implementation. Create a prospect management protocol: a comprehensive process that articulates Prospect Management Committee; LAI scoring; assignment protocols; etc. Create and deliver staff training sessions on major gift fundraising including solicitation best practices.
“The training I received through Global was truly career-defining. It transformed the way I engage with partners, enabling me to listen with new insight and ask more purposeful questions to align their interests even more meaningfully with our organization’s mission. With these new skills, I was able to guide a partner from a five-figure gift to a truly transformational seven-figure investment. This experience has been invaluable, and I am deeply grateful for the impact it has made on my career and our organization.”
Jennie Nadeau, Director of Development
Teen Challenge Canada
Global helps with strategic major gift plan and ‘saved months of time for us’
Client: Humane Society London & Middlesex, London, Ontario. (2022)
Objective: Assist in preparing for a $10 million Capital Campaign.
Result: Create a gift chart reflecting best practices and trends in giving. Develop campaign roll-out plan for focus areas with a robust list of private and public foundations who can support. Provide an Assessment and Report.
Global’s Role: Campaign plan development, mapping, execution and strategies specifically related to major gifts, cause related marketing opportunities and public/private foundations and organizations who can support. Prospect identification to support creation of a campaign pipeline.
“Fundraising resources were a big challenge. Getting talent in our market right now – high quality talent – is everybody’s problem. They [Global Philanthropic Canada] created a fantastic strategic fundraising gift plan for our capital campaign. We were able to hit the ground running. Dora really helped elevate our fund development function so that we could really take our fundraising to the next level. Dora has an ability to cut to the chase, keep things simple, make things really tangible and actionable.”
Erica Willick, Director of Finance
Humane Society London & Middlesex
Global consultants work their magic rejuvenating Yellow Brick House’s philanthropic plan
Client: Yellow Brick House, Richmond Hill, Ontario. (2019 – 2022)
Objective: To create a long term strategic philanthropic plan to accomplish fundraising goals.
Result: Fundraising plan for 2021, with targets for next three years.
Global’s Role: Overall strategic marketing and fundraising counsel including an operational review, Cultural Perception Audit™, database analytics, benchmarking & trends analysis, consolidation of findings, and a formulation of recommendations based on the Fund Development Planning Tool.
“It was very beneficial to have a clear measure of our strengths and areas of improvement so that we can develop solid plans to strengthen our organization and raise our profile within our community which ultimately improves outcomes for the women and children we serve. Highly professional and respectful consultants that have honest, clear and productive communication, especially in areas that require sensitivity, consideration and drastic change. Our team feels supported by Global since day one!”
Lorris Herenda, Executive Director
Yellow Brick House
Thompson Rivers University: Global was integral to campaign success
Client: Thompson Rivers University, Kamloops, British Colombia. (2018-2021)
Objective: Lead a capital campaign during a tumultuous period for the organization.
Result: Raised $53 million against a goal of $50 million.
Global’s Role: prospect research, campaign counsel, Board and fundraising training, prospect identification and qualification counsel, act as Interim VP Advancement/Interim AVP Advancement, act as Interim Executive Director/CEO of Thompson Rivers University Foundation.
“I think Global Philanthropic did an awesome job stepping us back from the campaign launch, refocusing the team and resetting the campaign launch. They looked at gaps in the program and in operations, developed solutions that I think were sensible, highly effective, and respectful to the Advancement Team and TRU, especially given the circumstances. Global got us back to a spot where we could launch it, they added potential donors to our prospect list, they assisted in the search for a new VP External Relations, and they helped to make transition to new leadership absolutely flawless. TRU is better for having worked with Global Philanthropic Canada.”
Matt Milovick, VP Finance and Administration
Thompson Rivers University
Global helps St. Paul’s Hospital Foundation to ‘think bigger’
Client: St. Paul’s Hospital Foundation, Saskatoon, Saskatchewan. (2017-2020)
Objective: To build Saskatoon’s first hospice for entire end-of-life care.
Result: $21 million against a goal of $20 million.
Global’s Role: fundraising and campaign counsel; case for support development; volunteer training; staffing structure assessment; campaign stewardship assessment; prospect research; mid-level giving counsel; and philanthropic cultural assessment.
“Global was with us the whole way. They helped us initiate a chart of standards. Right from the get-go, they are part of that foundation and provided that leadership and those friendly reminders that it was about the numbers from the metrics perspective but, of course, it was the mission of our work that was driving that success. Global really did help us think bigger.”
Lecina Hicke, CEO
St. Paul’s Hospital Foundation
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