Great for small development shops and teams that also manage marketing; when you many hats, the reliability and optimization of your donor database, giving platform(s), and email marketing tool dramatically impacts your success. But it’s hard to make time to document and train and to ensure you’re taking advantage of all your systems’ capabilities. I’ll help you identify opportunities to streamline, and will train your team on best practices.

Deliverables* include:

1. Documented assessment of current use of each tool (e.g., Donor Perfect, Constant Contact, and GiveSmart); highlighting opportunities for easy wins that will streamline work in each area.
2. Project plan and timeline, documenting a recommended sequence for adoption of each new process, rationale included.
3. Quick reference training materials to accompany your recommended easy wins. Usually, these materials already exist in the knowledgebases developed by the platforms, but I’ll do the legwork to document the training needed to implement your new processes.
4. Live rollout for your team; overview of findings, recommendations, and reference materials, with plenty of time for Q&A.

*Customizable, pricing varies accordingly. Can be packaged with any other service. Contact amy@wink.consulting for an estimate.

This package provides project planning tools and messaging materials to support your next capital or comprehensive campaign.

Deliverables* include:

1. A month-to-month solicitation timeline (or detailed gift chart), inclusive of all your major gift levels and formatted to two timeline options.
2. Donor Search Wealth screening for your top 500 givers, and deep dive profiles for your top 20.
3. Complete development of or advisement on materials for naming opportunities including programs, fellowships, etc.
4. Complete development of or advisement on your campaign case statement and accompanying materials.
5. Implementation of an asset-tracking tool for coordinated use of mission stories, photography, videos, testimonials, and data.
6. Toolkit rollout and campaign training “lite” for your Board of Directors, Development Team, or both.

*Customizable, pricing varies accordingly. Can be packaged with any other service. Contact amy@wink.consulting for an estimate.

Anyone who has worked in a small-to-midsized nonprofit is familiar with the expectation that we must do more with less; it happens when a top contributor retires while you are expanding programs or when an economic downturn hits you harder than expected. Are you going to scale back newly expanded programs? Probably not. Instead, you will focus on your bread and butter: maintaining excellent service delivery (who would blame you!) But often this happens at the expense of strategic messaging, which is foundational to successful fundraising.

Strategic messaging ensures that your constituent communications inspire by sharing both current mission successes and projected impact over time. It says, “Here is what your gift is accomplishing today and here’s what it is building toward over the next two years, and why we need your sustained and best support.”

Sounds simple, but it can be nerve-wracking to project future impact to your constituents. I learned this skill on the job while serving as a Major Gifts Director during a Comprehensive Campaign. By applying principles of change management, I will help you and your key stakeholders reframe your thinking to deliver next-level inspiration to your community without adding risk.

Deliverables* include:

1. Documented change management team overview and mini training
2. Audit of direct marketing, website, and materials like annual reports
3. Insider messaging survey development, distribution, and results assessment
4. Program analysis to identify “hidden” message potential
5. Dashboard development for mission metrics (aka KPIs)
6. Thought leadership on strategic messaging one-sheet
7. Final development of messaging one-sheet

*Customizable, pricing varies accordingly. Contact amy@wink.consulting for an estimate.

One reason I love fundraising is the never-ending opportunity to tell powerful, uplifting stories. And I’m also a data geek! This helps me craft communications that appeal to the parts of our brain that are motivated by emotionally evocative storytelling and data that measures the impact of thoughtful, ambitious programming.

Many nonprofits package their mission highlights into Annual Reports, sometimes called Impact Reports. Whether digital, print, a hybrid of both, or video, I will partner with longstanding design and/or videography colleagues to deliver the impact report of your dreams*.

I’ve been honored to develop (FY22) and co-develop (FY23) the last two reports for Pets In Need. Take a look:

Fiscal Year 2022

Fiscal Year 2023

*Customizable, pricing varies accordingly. Can be packaged with any other service. Contact amy@wink.consulting for an estimate.

Is your Board of Directors comprised of fiercely intelligent, passionate professionals and yet, you still feel a little stuck trying to deepen their engagement? As I’m sure you’ve noticed by the theme’s recurrence as a webinar topic, ongoing board development is tough–but it is doable.

Having supported Boards as a Development Director and Consultant, and having the privilege to serve on the Board of Directors of Happy Hollow Foundation means I am uniquely positioned to help you get unstuck.

Deliverables* include:

1. Development and delivery of skills and composition inventory survey
2. Development of skills and composition board matrix
3. One-on-one discovery with individual board members and ED/CEO
4. Development and leadership of an ad-hoc retreat planning committee
5. Onsite retreat facilitation (2-4 hrs.), all digital materials to be shared
6. Wrap up and facilitation of shared commitments developed during the retreat

*Customizable, pricing varies accordingly. Can be packaged with any other service. Contact amy@wink.consulting for an estimate.

Many new or smaller nonprofits are keeping the lights on strictly through Direct Marketing, digital, mailed, and social media-centered appeals that generate a steady, reliable stream of modest- to mid-level gifts. I applaud these fierce nonprofit leaders because keeping your messaging fresh and inspired can be exhausting and time-consuming when you’re forever crafting the next appeal. If you’re a leader who has mastered DM and feel ready to explore the high-impact potential of individual gift development, let me help you launch your mighty Major Gift Program.

Deliverables* include:

1. 2-5 year donor file analysis, examining retention, upgrading trends, average gift size, etc.
2. CRM functionality audit
3. Development of documented best practices for moves management in your CRM
4. Donor Search wealth screening and score mapping (into your CRM) for your top 500 givers
5. Portfolio development for your two ranking fundraisers
6. Creation of stewardship and major gift proposal templates
7. Project outline for launch of a major donor “Circle”
8. 12-month, repeatable major donor communications calendar

*Customizable, pricing varies accordingly. Can be packaged with any other service. Contact amy@wink.consulting for an estimate.

A robust, modern, and thoughtful Direct Marketing program is foundational to the financial sustainability of your organization. Most of your new donors enter through these channels—email, mail, and social media—and your opportunities to deepen their engagement and drive additional action from them are limited. Plus, your most closely held funders share and depend on your DM to maintain connectivity and inspiration. That’s a lot of pressure on one subset of your work! Let me help ensure that your DM programming is fresh, efficient, and driving the results you’re after.

Deliverables* include:

1. Audit of prior two years’ DM messaging, and trackable fundraising outputs, all channels
2. Limited scope stakeholder survey and results assessment
3. Documentation of positive patterns and unproductive trends
4. In-person training on best practices (yes…really, do put an emoji or icon in your 5-word-max subject line!)
5. Stewardship template, all three channels
6. Appeal template, all three channels
7. Story and asset tracker template
8. Multi-channel communications calendar template

*Customizable, pricing varies accordingly. Can be packaged with any other service. Contact amy@wink.consulting for an estimate.

As a Donor Search Prospect Research Partner, I am equipped to provide wealth analytics for your current donors, deep dive research on specific prospects, targeted lists for acquisition, and more. Read more about these offerings here.

*Customizable, pricing varies accordingly. Can be packaged with any other service. Contact amy@wink.consulting for an estimate.