Fund Development
Giving Plans and Programs
Strategic Planning
Fund Development
Executive Development
Board Training
Additional Services
Our Clients
Major Gifts Counsel
You depend on your Major Gifts program to enable growth. Whether you are implementing a new major gifts program or looking to improve overall program performance, Compass Point consultants have the knowledge, skills and insight to help build stronger programs. We can show you how to plan for solicitation. We train staff and volunteers to make them more comfortable and effective with cultivation and solicitation. We also help you answer the tough questions: After you enlist a major donor, how do you maintain him or her? What kind of recognition does a major donor need or want? What can you, your volunteers, and your organization do to assure repeat gifts? What are the key elements of good stewardship? We'll also show you how to implement a master prospect and "moves management" system. Finally, you can depend on us to help establish goals, set performance reporting and monitoring systems.Planned Giving Counsel
Planned Giving can be the single largest source of funds for any organization. However, for many foundations, the immediate needs for budget and capital funds and the lack of staff expertise in planned giving makes this valuable program easy to neglect. Now, with a trillion dollars passing between generations annually, many foundations are realizing you must cultivate this resource. Compass Point can help clear the hurdles to building a successful Planned Giving Program by providing the expertise you need today without adding expensive staff members. We offer tailored services ranging from establishing a simple bequest program to implementing a comprehensive program. We provide training for staff and seminars for potential donors. We can provide technical assistance on planned giving options. We can also serve as your representative in meeting with prospective donors and/or their financial and legal advisors.Capital Campaign Counsel
More and more organizations are feeling the need for major project-oriented fundraising efforts -- whether the goal is for capital needs, special projects or endowments. When you need to undertake a major fund drive, we can walk you though it. From your first campaign planning meeting to the campaign celebration, Compass Point provides strategic counsel in all facets of a campaign. We work as a partner with your development staff, rolling up our sleeves and becoming part of your team to help you develop and implement the most effective campaign strategies. With our strategic oversight and guidance, staff is able to maximize their effectiveness and capabilities in the campaign while continuing to focus on other ongoing responsibilities. Representative services include:- Developing the case statement
- Developing the Standards of Giving table
- Developing a campaign calendar
- Planning and feasibility studies
- Guiding the creating of a volunteer-driven campaign structure
- Training volunteers and staff
- Developing communications plans and pieces
- Guiding the recognition program from opportunities to donor walls
- Creating customized proposals for individual donors
- Managing the campaign
Annual Giving Counsel
Annual Giving is the backbone of any fund development program, since the strength and longevity of a program is built on a growing base of annual support.Annual Giving not only provides dependable revenue, but it also is the best way to bring new donors into your program. When a program is that important, you can't leave things to chance.
Our team can provide a variety of services to make sure your annual fund operates at peak performance. From Annual Fund Assessments to strategy creation to benchmarking to fine-tuning of your current efforts, we can help you improve your annual efforts or to adapt to changing demographics or technology. More importantly, we focus on specific recommendations to add breadth and depth to your program to maximize results.