Get research-informed advice and expertise to help guide your fundraising strategies and decision-making processes.
Tap into a national network of highly experienced fundraisers for practical and research-informed advice.
This bespoke service is flexible, based on your needs.
Learn new skills, raise your professional profile, expand your network and set goals with support form fundraisers with broad personal experience.
Confidential and personalized professional and personal development along the professional spectrum.
Envision the future of your organization’s mission delivery and articulate the clear priorities for philanthropic support. Develop a Case for Support that inspires prospective donors by demonstrating impact.
Gain internal alignment on fundraising priorities that will demonstrate impact and resonate with donors.
This 1/2 day workshop moves from visioning to strategic priorities to fundraising priorities.
Gain focus and insight for the Case for Support.
Case for Support
Identify the urgent and compelling reasons which inspire donors to make their communities better by aligning with your cause.
The case includes several interviews with key stakeholders, three text drafts, liaison with your design team.
Case for Support Review
Assess your case against industry best practices and identify opportunities to enhance resonance, urgency and inspiration.
Get a detailed analysis and recommendations for improvements of both text and imagery.
Generate more philanthropic income by understanding your current situation and performance.
Cultural Perception Audit™
Understand your organizational culture of philanthropy, including internal audience positioning, stakeholder readiness and strategic implications through this assessment of perception gaps in philanthropic performance and culture amongst key stakeholders.
The survey is conducted online to measure gaps in knowledge, perceptions and alignment through key areas of advancement practice. The report and data analysis are excellent tools to understand the strength of the foundations upon which fundraising must be built.
Assess strategies and growth opportunities against sector best practices and industry standards.
Gain an independent comparative view of your fundraising performance metrics against up to 10 comparable organizations in the market.
Internal Readiness Audit
Raise more money armed with an understanding of gaps and issues around your fundraising program performance, governance, operations, volunteers and staffing.
This is an important precursor for a capital campaign and includes key interviews, review of fundamental performance metrics and gap analysis on existing and required capacity to undertake a campaign.
Staff and Staffing Audit
Identify the strength and opportunities of the existing functionality of your Development shop.
This is a practical analysis of strengths and weaknesses of existing staff functionality and factors affecting resourcing.
Learn how existing and lapsed donors perceive the results of their support through the client’s donor recognition and stewardship program.
Best done post-campaign, we interview top donors to evaluate their journey and both formal and informal donor experiences to gauge appetite for future support.
Annual Giving Program & Data Audit
Assess and optimize key elements of your program and uncover hidden revenue opportunities to drive new or improved strategies.
This multi-step process examines donor base composition, fundraising performance, use of fundraising channels, past results, structure and processes and team member roles.
Key gaps and recommendations for improvements are identified.
Data Management Process Analysis
Develop more effective information gathering by assessing your data management methods and strategies against your goals.
We evaluate and recommend enhancements to your current data management processes and technology practices against best practices, including a needs analysis for current and future fundraising programs.
CRM Selection & Implementation
Implement or upgrade a customer relationship management (CRM) platform best suited to your fundraising strategy.
We undertake project management of the selection process, including sourcing, evaluating and recommending the best fit for your organization. We act as your CRM champion through implementation of an upgrade or new system.
Philanthropic Naming Assessment
Use a visual inventory of named spaces to maximize donor recognition through philanthropic naming strategies.
Review and evaluation of spaces based on key variables such as traffic flow, visibility and space utilization.
Maximize philanthropic support to achieve your goals and elevate impact. We apply best practices in fundraising and philanthropy to assess the marketplace and develop practical fundraising strategies and plans.
- Campaign Planning/Feasibility Study
Fund Development Plan
Leverage fundraising best practices to develop practical fundraising strategies with systemic movement to maximize philanthropic support for your mission.
Identify key variables to create an actionable plan.
Fund Development Planning Tool Primer + Templates + Coaching
Develop a comprehensive fund development plan that sets realistic goals, helps you raise money efficiently and generates more consistent revenue streams.
Includes templates and coaching.
Align your vision with the operational and programmatic steps to achieve your goals through analysis of internal capabilities, timing and opportunities for greatest impact.
Capitalize on best practices and marketplace insight to develop practical fundraising strategies which maximize both philanthropic support and community impact.
Annual Giving Strategic Plan
Grow your donor file and revenue, improve donor loyalty, lower the cost of fundraising and improve quality of donor communication.
Sometimes you need hands-on assistance and leadership. We can directly assist with your primary fundraising efforts in a variety of ways, best suited to your needs.
On-Site Campaign Counsel
Working within the client’s team, we work as a hands-on campaign director who makes key decisions, supervises campaign staff and reports on campaign progress.
Embedded Campaign Management
Working independently, turn all aspects of campaign management over to a qualified expert.
Save time by launching the campaign earlier while avoiding recruitment issues.
Minimize your time commitment and maximize your grants by leveraging our grant writing expertise.
We acquire key data points for grant requirements and deliverables, writing a compelling application to target key language and funder priorities.
Annual Giving Campaign Development & Strategic Counsel
Maximize fundraising campaign results through best practice implementation, persuasive messaging and proven response-generating tactics.
We help set realistic goals, identify most effective communication channels for specific targets audiences, messaging, measuring results and recommending improvements.
Planned Giving Program
Create unique donor strategies to leverage existing opportunities and an integrated plan around legacy giving.
Major Gift Program Development
Boost your revenue by converting donors to major gift donors through metrics and moves management.
Major Gift Cultivation & Solicitation
Expand your major gift team by capitalizing on our major gift solicitation expertise.
Incorporate fund development as part of a project plan for a new building, service or program area.
We work with the project planning team to promote the culture of philanthropy and ensure fundraising and philanthropic opportunities are incorporated early on.
Develop practical revenue-positive initiatives as associated or stand-alone enterprises to benefit the charity.
Popular Training Programs
We provide a wide offering of many standard training programs using proven curriculum and program materials. Some programs include:
- The Role of Boards and Board Members in Fundraising;
- Preparing for a Fundraising Campaign;
- Effective Face-to-Face Solicitation;
- Organizational Fundraising Fundamentals ‘101’; and
- Conducting a Fundraising Audit.
Education and Training summary
Extraordinary Donor Journey™
Our National Training Academy provides your fundraising professionals, Board members and executive director with skills, knowledge and practical ideas to effectively raise funds to support the important work of your organization.
The Extraordinary Donor Journey, offered through our accredited National Training Academy, is an curated one-day workshop, delivered in various cities across Canada, with world-class speakers, focused on a topic critical to non-profit operation. The program is delivered through adult learning methodologies and is approved for CFRE education credits.
Customized Training & Mentorship
We design customized curriculum to address any unique fundraising and fund development issues. We focus on key learning outcomes and adult training techniques. Training can be delivered in person or via Skype.
Our dedicated and experienced team of research professionals has expertise in all aspects of prospect and philanthropic research and access to an extensive library of research resources. We specialize in blue-sky prospect and donor research and the ability to translate leads generated by database analytics into successful fundraising strategy.
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Dedicated Research Support
Leverage customized ongoing research to effectively manage donors and prospects who have affinity, inclination and capacity to demonstrate their support for your mission.
Monthly retainer service of custom research and strategies to inform all stages of the donor cycle: identification, qualification, cultivation, solicitation and stewardship.
Prospect Identification & Qualification
Prioritize your time to qualified prospects and devise strategies to engage them in more meaningful ways.
Targeted discovery research to identify individuals, foundations, corporations and organizations.
Prepare a strong base for in-depth research profiles with a qualification screen.
This is a scan to assess capability, interest and inclination.
Customized, comprehensive, timely and accurate profiles provide a deep understanding of donors’ financial capacities, interests, motivations and influences.
Choose comprehensive profiles or abbreviated snapshot profiles.
Enhance your prospect pipeline by highlighting donors positioned to move up the donor pyramid.
Data Analytics summary
Wealth & Philanthropy Assessment
Establish inclination and capacity of an existing donor to support your cause as a higher level.
Major Gift Pipeline Analytics
Measuring timing and the rate of major donor progress through the prospect pipeline, based on linkage, ability and interest, to look for key indicators of potential campaign success.
Make smarter decisions and uncover connections to donors through customized research and strategies.
Customized and flexible research training builds capacity, maximizes your donor database and builds information strategically.
Organizations are obtaining an increasingly substantial share of their support from abroad, requiring them to acquire specialized local expertise for each region.
As members of a professional international network of strategic consultants, we have a unique capacity to help you reach your high-value prospects and manage your key relationships across diverse countries and cultures. We provide you with cost-effective solutions as you reach out to new prospects and develop new markets.
Hong Kong Foundation (Set-Up)
Global Philanthropic is the only full service worldwide strategic fundraising and philanthropy firm with offices in Hong Kong, and will provide everything necessary to form the Foundation on your behalf. Our proven track record in establishing foundations in Hong Kong has provided valuable assistance to many client organizations, including: St. Andrews University; University of California; University of Sussex; University of Sydney and Royal Kew Gardens.
Section 88 of the Hong Kong Inland Revenue Ordinance allows a foreign institution to raise funds, accept grants, donations, bequests and gifts of all kinds from any person, corporation, foundation or institution. It also allows for the stimulation of support of all kinds for the advancement and attainment of the objectives of the foundation. In addition, no tax is paid by the Foundation subject to the annual filing of appropriate paperwork.
In addition to foundations in your home country, setting up a foundation in Hong Kong will:
- Allow institutions to collect funds from alumni and donors across Asia within their home region;
- Enable alumni and donors based in Hong Kong to receive tax deductions for their donations to institutions;
- Make it easier for institutions to get donations from mainland Chinese as many maintain Hong Kong dollar accounts;
- Foster local connections as institutions can demonstrate its commitment to the Asia region;
- Deepen engagement as local foundations offer opportunities to participate for suitable alumni and donors; and
- Offer institutions straightforward access to money as there are no restrictions on the movement of currency from Hong Kong.
Hong Kong Foundation Operations
Once a Hong Kong Foundation is established, Global Philanthropic can provide ongoing administrative operation of your Foundation. The Support Services Package includes:
- All company secretary fees;
- All annual return and audit fees, provided the client follows procedures and meets deadlines;
- A registered office street address of: Tesbury Centre, Room 304, 28 Queen’s Road East, Wanchai, Hong Kong;
- Use of the Global Philanthropic board room up to 15 times per year and hot-desk up to 20 days per year;
- Processing of all donations, including delivering receipts to donors;
- Communication on all donations received;
- Monitoring the client’s Hong Kong bank accounts, provided the organization has provided Global Philanthropic with view-only access to its online accounts and/or distributes paper copies of online statements to our office in a timely manner;
- Communication with the client on all matters with regards to the Companies Registry for its company limited by guarantee and Inland Revenue for its Section 88 tax-exempt charitable status;
- Global Philanthropic will provide a detailed Policies and Procedures Manual upon signing of the contract, which will include detailed instructions for working with us on gift processing and donor communication and provides such necessary sample documents as gift remittance, official receipt, and donation forms. The client may make changes to this manual in consultation with Global Philanthropic and within reason and the limits of Hong Kong Companies Ordinance, Inland Revenue Ordinance and any other related sections of the Basic Law;
- Storage for essential financial files up to 5 cubic feet (1d x 1h x 5w).
- International Campaign and Major Gift Counsel