Our Strategic Consultancy provides you with research-informed advice and expertise to help guide your funding strategies and decision-making processes.
Our Consultants are senior experienced practitioners: professionals who have worked in the non-profit sector raising money.
You may benefit from strategic counsel on a range of critical issues: program design and practice; staffing and leadership; organizational development and change; institutional planning; donor relationship management; market positioning; volunteer development; fund development structure and effectiveness; project planning; and many others.
Counsel can be delivered in person or via phone/Skype and provided by the hour, half day or full day.
At any time in your career, you may find it beneficial to talk with a mentor.
Our mentoring services provide professionals with guidance, support, advice and personal development to succeed in your career.
Use a professional mentor to learn new skills; raise your professional profile; help with job applications; get advice on career path/options; access resources; aid in awareness of opportunities; expand networks and set goals; develop life perspective; and much more.
Our mentors will share their broad personal experience, empowering you to move forward with confidence. You can count on independent and objective advice, an exclusive one-to-one relationship, and complete confidentiality.
We can assist you with the critical elements of envisioning the future of your organization’s mission delivery; articulating the need for support, including clear priorities for philanthropic support; and developing a Case for Support that shows prospective donors the difference they can make by supporting your prioritized needs.
In complex organizations, it can be difficult to gain alignment around future direction and how that direction relates to fundraising priorities.
This one-day workshop with a wide variety of key stakeholders will gain alignment around current positioning, desired future positioning, the methods to achieve success and obstacles standing in the way.
At the end of the day, a clear roadmap will identify how you currently deliver on your brand promise and key areas of strength. Looking ahead, it will identify how your future state will deliver on your values and purpose, including the niche you wish to fill and how you wish to be viewed by internal and external stakeholders. It will then contrast the desired future state against the proposed opportunity, including potential partners, perceived obstacles, the potential impact and the emotional ties with donors.
The workshop report is a valuable tool for gaining focus and insight for the Case for Support.
Needs & Priorities Assessment
There are often competing needs and priorities when preparing for a Capital Campaign. Our marketplace expertise will steer you through a process to help guide your thinking to identify needs and priorities which are both important internally and which will resonate with donors.
Preliminary Case for Support
In advance of launching a Capital Campaign, it is prudent to test your priorities for philanthropic giving in the marketplace through a Planning Study. The vehicle for this is the Preliminary Case for Support.
Our highly experienced case writers will work with you to uncover the urgent and compelling reasons that would motivate a donor to support your case. Through document and website review and personal interviews, the text will be developed in donor-centred language, placing the donor at the forefront of the narrative. The donor will see what impact will be achieved through a gift to your project.
Design elements will be added to bring visual appeal to the narrative.
Full Case for Support
The Planning Study Report will identify how well the Preliminary Case for Support resonated with potential donors. Based on feedback from interviewees, there is often room for tightening the focus of the case to ensure it inspires donors to support your project.
The Full Case for Support is the document used throughout the Capital Campaign to encourage philanthropic giving. It is the meeting leave-behind and the visual representation of your campaign priorities. It is essential donors can identify how, through you, they will change the world.
Our Audit and Assessment services can help you generate philanthropic income by assessing your current situation and performance. Our services range from assessing current operational performance through a Fundraising Audit and Review, to customized assessments for philanthropic naming, organizational cultural perception and stewardship.
Cultural Perception Audit™
The Cultural Perception Audit™ of Advancement Best Practices is a survey tool developed by Global Philanthropic to assess organizational culture around fund development practice. We know from direct experience those organizations that exceed the norms and receive transformational gifts have fostered a culture of philanthropy and support that capitalizes on and leverages the goodwill of internal and external stakeholders, including the Board and executive leadership.
The goal of the Cultural Perception Audit is to understand exactly how well you are positioned with internal audiences, examine stakeholder readiness for personal involvement and identify the strategic implications for moving your fundraising to the next level. The overarching questions are: How strong is the culture of philanthropy in your organization? Does your leadership understand their roles in building and sustaining a culture of philanthropy? Do your key internal stakeholders truly understand what they contribute to your organization’s success?
The audit survey tool has been adapted for online delivery, so the process targets senior leadership, members of the Board, development staff and the administrative and program leaders. The audit can measure comparisons between an infinite number of members of 10 different stakeholder groups. We ask the target group to consider nine key areas of advancement practice: Leadership Environment; External Environment; Fund Development; Alumni/Stakeholder Engagement; Marketing & Communications; Constituency Analysis; Program Maturity; Resource Availability; Institutional Culture; and Community Perspective.
For each of the 10 best-practice statements per area, respondents will be asked to consider, “Do we operate this way?” and “Should we operate this way?” We obtain a snapshot of the culture of philanthropy along four lines:
- Perceptions: What do your key staff and volunteers perceive about the organization’s development and fundraising program?
- Alignment: Are there perception differences between key individuals and segments? Are there cross-institutional differences?
- Knowledge: How well do your staff and Board members understand fund development, engagement strategy and their role in facilitating private investment?
- Gaps: How significant are the gaps between perception, best practice and performance?
The data is analyzed and presented in graphic and text form, identifying perception gaps in a targeted manner. This audit is particularly useful in identifying knowledge and communication gaps and targeting training and staffing needs.
We use External Benchmarking to measure the performance of your organization against outside standards. We recommend benchmarking when you wish to function at a level that meets targets set by external best practices, using industry standards of performance for guidelines.
To ensure the relevancy of External Benchmarking, we select comparative organization’s with similarly-situated standards. Our marketplace experience positions us well to identify those most relevant to your needs.
External Benchmarking helps you assess past strategies and identify potential opportunities for growth. This service includes comprehensive performance analysis reporting and an optional workshop where participants share their fundraising best practices.
Internal Audit & Readiness Assessment
The Internal Audit and Readiness Assessment is a powerful decision-making tool. It provides an in-depth opportunity to examine your fundraising program thorugh ‘high-impact’ philanthropy and helps you understand what your team and your organization need to do to raise more money.
We look at everything: governance and operations; Board and senior management team engagement in fundraising; and how to make fundraising decisions that drive your organization forward. The audit looks at strategy and operations; how fundraising programs fit together and what goals have been set and how they translate into operational plans.
We look at your fundraising program performance: the metrics, dollars raised, R.O.I., the balance of performance across the spectrum, which programs drive the most money through the door and enhance donor relations and stakeholder engagement.
We also look at staffing and people — paid and unpaid – and whether you have the resources you need to do the job. How is the case for support set and how have the organization’s program priorities been translated into fundraising priorities. We also look at your organization’s reputation and culture and how you are positioned in the community.
This is a detailed tool that identifies many issues and gaps that may be addressed. What it does best is engage your organization’s leadership in thinking about what has to be done to raise more money for mission.
This service includes comprehensive document and data review; one-on-one stakeholder interviews and an optional workshop.
The Stewardship Audit™ is a proprietary assessment tool developed by Global Philanthropic. It was designed in response to the growth of donor relations and to the greater sophistication of donors as informed philanthropists and their increasing scrutiny of the outcomes of the organizations they fund.
We interview your existing donors to uncover perceptions around how their donations have been handled and the outcomes they believe they are making possible.
The process of checking in with your major donors is as important as the findings we uncover. This process demonstrates your organization is fulfilling its fiduciary responsibility to deploy funding as the donor intended, and encouraging future donations.
Philanthropic Naming Assessment
Our Philanthropic Naming Assessment is an ideal tool to value and name facilities or initiatives to honour and recognize donors. Through a rigorous methodology, we help universities, hospitals, museums and other non-profit organizations plan their philanthropic naming strategies for new buildings, existing spaces and special programs.
We work with you through our unique and structured framework to design a visual inventory and listing of named spaces to help you maximize your donor recognition and fund development support.
This assessment strengthens your relationships with major donors and offers opportunities for tangible recognition. Aligning the naming strategies with fundraising and campaign goals ensures your gifts will be recognized consistently.
For many, the issue is maximizing philanthropic support to achieve goals and heighten impact. We apply our knowledge of best fundraising practices and philanthropy to assess the marketplace and develop practical fundraising strategies and plans.
Campaign Planning/Feasibility Study
Our study will market-test:
- Market-readiness for a major fundraising campaign or initiative;
- Fundraising goals and timeline;
- Attractiveness of the case for support and funding priorities among potential donors, including high net worth individuals, trusts and foundations and corporations; and
- Identifying and developing a pool of potential leadership donors and volunteers who are already engaged in the organization’s future, understand its ambitions, and whose campaign giving potential has been qualified.
Fund Development Plan
The Fund Development Plan applies our knowledge of international best fundraising practices and the philanthropic marketplace to develop practical fundraising strategies at each stage of your fundraising program with systematic movement to the level necessary to maximize philanthropic support in alignment with your vision.
Our plan will:
- Detail a long-term, step-by-step approach appropriate to your goals and capacity (comprehensive or capital campaign design and implementation plan, a targeted initiative, or building endowment with a challenging financial goal);
- Establish annual benchmarks and measures of effectiveness;
- Minimize financial and reputational risks;
- Build fundraising and stewardship capacity;
- Internationalize fundraising, as appropriate;
- Structure volunteer involvement; and
- Recommend financial and human resource budgets and project return on investment.
- Strategic Planning
- Campaign Plan
Business Case Development
We can help you build a business case for investment in fundraising, articulating a clear path to an attractive return on investment (ROI). Our process examines the benefits and risks involved with both taking an action and not taking an action. We model options and ROI analysis to provide a compelling argument for investing in fund development capacity.
Sometimes you need hands-on assistance and leadership. We will directly assist with your primary fundraising efforts, whether it’s through temporary on-site management, professional mentoring, coaching and on-boarding, or hands-on delivery.
On-Site Campaign Counsel
Sometimes, having someone else manage the campaign is easier than having a campaign advisor. We can provide you with an experienced capital campaign director to function as the “staff” lead on the project. This person is the go-to decision-maker on all campaign implementation matters, supervises other campaign staff and reports on campaign progress to the organization’s senior leadership .
Our Consultants can take a hands-on role to prepare grant submissions to government, corporate or private foundations. Our experienced grant writing professionals can successfully help you raise money by minimizing time spent on exploring unproductive tangents.
Mid Level Giving Program
We will work with you to realize your potential with mid-level donors. Our proprietary process walks you through the design, development, and implementation of your customized Program.
A mid-level donor is a donor or prospect who has the potential to give you substantially more than their annual average gift but are not ready (or may never be able) to make a major gift.
Mid-level gifts are usually considered between $1,000 and $2,500 annually.
Benefits of a mid-level program include:
- By paying attention to this often-neglected group, you will generate a high return on investment;
- These donors want engagement with your organization, but a limited amount;
- This program will help identify potential major and planned gift donors to build your pipelines;
- It encourages loyal low-level donors to move up the pyramid.
- It improves donor retention and the lifetime value of donors; and
- It creates an opportunity to improve collaboration efforts within your organization by removing silos and becoming more efficient.
Planned Giving Program Development & Counsel
We will work with you to determine where you are in your donor pyramid and create strategies that leverage existing opportunities in your pipeline to build an integrated giving strategy, incorporating major giving and legacy plans.
Rather than impose a predetermined plan, we look at each client as a unique organization. We have the experience to customize work plans and build communications strategies to grow your planned giving pipeline.
As a result, you will benefit from:
- A stronger team;
- Increased capacity to develop an integrated giving approach to planned giving;
- Delivering a donor- centred approach to giving that will lead to a life- long association with your organization; and
- An investment in the long-term health of your organization.
Major Gift Solicitation
- Major Gift Program Development
Our training services (video) provide fundraisers with the skills, knowledge and practical ideas to effectively raise funds to support the important work of your organizations.
Our programs vary from large national programs offered through our accredited National Training Academy – like the Extraordinary Donor Journey – to smaller programs tailored for individual organizations and clients.
All training programs are delivered with adult learning methodologies, and many are eligible for CFRE education credits.
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.
We are a leading development research enterprise, providing services to the philanthropic sector internationally, having provided customized, flexible and responsive research to more than 600 non-profit organizations.
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.
Dedicated Research Support (Monthly Retainer Service)
With dedicated research support, you assigned experienced researcher works with you and your team on a part or full-time basis.
Your dedicated researcher will provide:
- Customized research when and how you need it;
- Recommend strategic research projects to help you meet fundraising needs and opportunities; and
- Through effective relationship management and data analytics, help you find and engage with potential donors who have demonstrated affinity, inclination and capacity to support your organization.
Your dedicated researcher can provide information integral to success at every stage of the donor cycle from identification, qualification and cultivation to solicitation and stewardship.
Our team of experienced researchers can conduct targeted discovery research to identify new individuals, companies and foundations that have a demonstrated affinity to your cause and demonstrated philanthropic inclination and capacity. Key information provided includes contacts, giving history, affinity and philanthropic interests.
The amount and type of information can be customized to meet your needs to enable you to better prioritize your time on qualified prospects, devise successful fundraising strategy and engage potential donors in a more meaningful way.
Successful fundraising requires an understanding of your current and potential donors, their financial capacities, interests and motivations, and influencers. Our profiles are comprehensive, timely and accurate on individuals, companies and foundations in Canada and worldwide.
Full profiles typically contain contact information, biographical data, educational background, interests and affiliations, accomplishments and honours, philanthropic giving history, relationship networks and wealth indications based on income, stock holding and other assets where available.
Our researchers can customize profiles to provide the amount, type and format of information you require to support and augment every step of your fundraising.
Your organization’s donor database can be one of the most powerful tools in your fundraising toolbox and represents one of the most important assets in your organization.
Our data mining, modeling and analytic service can help you use your database to find new and long-term donors, generate strategic insights into your donors, build better engagement and refine your fundraising. Our analytic service can help you build meaningful, data-driven strategies and tactics based on your own donor data.
Data Analytics summary
Our research professionals will create comprehensive relationship maps among your donors, volunteers and prospects to help you find the path to connecting and engaging with identified prospects and generate new prospects and solicitation strategies.
Relationships can be mapped to family members, business colleagues, boards served, club memberships, religious involvement and others.
We are a leading provider of database screening services to the not-for-profit sector. We will help you identify the best prospects in your donor database by finding transformational and major donors, planned giving prospects and annual fund donors for upgrade. In addition to enhancing your prospect pipeline, we will suggest customized strategies for next steps.
We will help you with decisions about philanthropic giving, corporate social responsibility and evaluation. Whether you are an individual philanthropist wishing to focus your giving strategically, a grant giving trust with a desire to be better informed about your recipients, or a company wanting to be more strategic about corporate sponsorships, our specialist research service can deliver fast and cost effective results.
We can help build your organization’s internal research capacity, regardless of the size of your fundraising shop.
We offer a range of research modules for all skill levels and can provide highly customized and flexible prospect research training: one-on-one or in a group, on-site or online, or a combination approach.
Our training covers:
- Effective use of leading research resources for identification and research of individual, corporate and foundation prospects;
- Making the most of your database for prospect research; and
- Using information strategically to support every step of your fundraising.
- Major Gift Pipeline Analytics
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