Fundraising Services
Our consultants specialize in planning, managing and implementing fundraising initiatives that help nonprofit organizations raise critical funds to sustain, strengthen and advance their missions. The suite of service offerings below provide our clients with a strategic roadmap toward successful fundraising.
Feasibility & Planning Studies
Whether your organization is looking to launch a capital, endowment or comprehensive fundraising campaign, your road to success begins with a well-crafted plan that emerges from an in-depth review and analysis of your organizations past and present fundraising operations, activities, and results as well as the careful and thoughtful gathering of insights and opinions from your most loyal and supportive donors. The end result is a comprehensive report that maps out your campaign and serves as an insurance policy for a successful campaign.
Capital Campaign Management
It is our goal as consultants to design and build a campaign infrastructure that is inclusive of a sound and nimble plan and timeline that is unique to your organization and circumstances. Taking into account the information gleaned from the planning study Panorama consultants will develop appropriate cultivation and solicitation strategies for campaign prospective donors. We also offer counsel on effective communication outreach, stewardship efforts, volunteer coordination and management and staffing needs. Our consultants will manage every aspect of the campaign to keep the client focused on raising the funds necessary to successfully reach campaign fundraising targets.
Development Program Counsel
Working in partnership with your organization Panorama Consulting develops clear and specific goals and objectives that will assist in building upon the framework of your current fundraising program. Through a targeted and flexible approach we make recommendations that maximize your fundraising potential. Panorama consultants provide fundraising counsel that enhances your development program and leads to greater sustainability for your organization. Our goal is to enhance the annual fund, build a robust major gifts program, increase fundraising event revenue and identify possible foundation and corporate support.
Leadership & Major Gifts
An effective and robust leadership and major gifts program boost any fundraising program. Our consultants provide you with the tools and resources to build or enhance an existing program. Drawing on years of experience, data analytics and research, our consultants develop creative and unique strategies that yield successful results.
Planned Giving
Panorama Consulting partners with Planned Giving Advisors to provide our clients with comprehensive guidance to your planned giving needs that is cost effective, creative and unique to your organization’s circumstances. We coach you through the challenges of implementing your program and assist in closing gifts when necessary. Our objective is to provide counsel and guidance that demystifies planned and estate giving and give you the confidence to engage your constituents in gift planning conversations that help you secure transformational and foundational gifts.
Development Operations & Fundraising Audits
Panorama consultants work with your development team and organizational leadership to conduct a comprehensive audit of your fundraising/development operations. The audit process includes an internal capacity and needs assessment to gain a baseline understanding of your organization’s development program, a wealth and philanthropic analysis of your organization’s database and personal interviews with key stakeholders, leadership and staff to gain additional perspectives about the development program. At the culmination of the audit a comprehensive final report is prepared outlining findings and strategic recommendations to streamline operations, enhance development programs and increase fundraising revenue.
Database and Donor & Constituent Analysis
Panorama Consulting believes the key to successful fundraising starts with a deep understanding of your donors and prospects through data analytics and research. In partnership with our partners at DonorSearch we provide accurate and actionable information that identifies your organizations best prospective capital campaign prospects, major gift donors, annual fund donors and planned gift donors based on proven philanthropy and wealth analytics. Our research and analytic capabilities provide donor and prospect intelligence that guides our consultants in preparing the best cultivation and solicitation strategies for your constituents.
Development Staff Mentoring and Coaching
Drawing on our consultant’s years of experience in fundraising, administration and management, we serve as mentors, coaches and trainers for development staff from senior executives to junior level team members. We provide guidance and advice on day to day issues as well as long-term strategic initiatives. Panorama Consulting also provides the following services:
Review and assessment of staffing
Staffing and resource recommendations
Training for existing and new staff at all levels to include volunteers and trustees
Development Executive & Staffing Search
Panorama Consulting provides nonprofit organizations with a comprehensive, thorough and rigorous search process to find the right person to fill your fundraising staffing needs. We employ a multi-faceted approach to our search process that surfaces a unique, talented and qualified pool of candidates for our client’s consideration.