Case study : Sustained Partnership for Strategic Fundraising Growth

First Engagement

Challenge

Elizabeth served as Resident Counsel for a community-based organization, guiding the launch of an Individual Giving program prior to its Centennial celebration.

Solution

Provided comprehensive support in strategic planning, organizational development, donor relations, and infrastructure capacity building, including:

  • Identification, qualification, cultivation, and solicitation strategies for high-net-worth donors and prospects.

  • Leadership development and confidential advising.

  • Talent acquisition, including onboarding the first Director of Individual Giving.

  • Implementing moves management methodologies and systems development.

Results

Drafted the organization's first strategic development plan, enhanced infrastructure, centralized and expanded the fundraising department, and formalized the process of prospecting and cultivating long-term donor relationships.

Second Engagement (Five Years Later)

Challenge

Elizabeth returned as Resident Counsel to lead a review of the organization’s talent structure and undertake strategic assessments for the annual fund and donor partnerships.

Solution

Conducted a holistic review and provided strategic recommendations, which included:

  • Drafting an organization-wide fundraising strategy and plan.

  • Enhancing financial reporting to clarify the need for unrestricted gifts.

  • Creating a compelling case for support and marketing materials.

  • Advising on internal shifts for better management and stewardship of prospects and donors.

  • Making recommendations on resource allocation for various fundraising priorities.

Results

Delivered a set of integrated strategies that addressed key aspects of fundraising effectiveness and prepared the organization for future growth and sustainability.