Inside The Philanthropy Success Toolkit™
We customize the toolkit for each client. We make any unique
program designations, terms and other cosmetic modifications prior
to delivering the final toolkit. If desired, we also review the
toolkit with agreed upon testers within the organization before
finalizing the product.
Our clients can choose from among the following areas:
Fundraising Program Areas
- Annual Giving
- Major Gifts
- Planned Giving
- Corporate and Foundation Giving
- Special Events*
- Stewardship
- Planned Giving
- Prospect Research
Major Gifts Moves Management
- Understanding Moves Management
- Sophisticated donor strategy development
- Prospect tracking and reporting
- Visit planning
- The Ins and Outs of Donor Visits - qualification, discovery,
advancing the relationship and solicitation
- Stewardship and Accountability
- Volunteer Management
Communications
- Appeals
- Case Statement
- Grant and Proposal Writing
- Vision Statement
- Thank you letters
- Stewardship impact reports
- Annual giving impact statements
- Making outstanding presentations
Management
- Hiring and keeping a winning staff
- Supervising the development office
- Leadership
- Staff orientation
- Performance measures
- Problem solving
- Decision making
- Time management
- Negotiating
Donor Cycle Topics
- Fund development overview for newcomers
- Campaigning from soup to nuts
- Marketing, communications and the case for support
- Making your newsletter and annual report work for you
- Vision development and vision meetings
- Donor acquisition and filling the pipeline
- Identifying and rating the "Critical Few"
- Telling your story and learning the donor's story
- Engaging and cultivating donors
- Strategic Questioning and Listening
- Getting the appointment
- Pre-solicitation
- The art of asking and how to never get a no again
Board Development
- Fund development training
- Understanding philanthropy
- Governance and Strategic Planning
- Assessment and transformation
- Giving and Getting Board development
Quarterly Updates
Every three months we review the toolkit and add new information
that refines the existing material. This material either is initiated
by The Osborne Group or is in response to a client request.
Other Available Services
The Osborne Group provides enhanced services to supplement the
toolkit for an additional fee.
- New Client-Designed or Client-Requested Tools
- Toolkit Hot Line - email or phone
- Train-the-Trainer sessions
- Philanthropy Success Factors© Assessment Tool
A sophisticated, Excel-based assessment tool that allows
the client to measure progress against best practices, provide
concrete advice as indicated by the scores, and point client members
to the right sources on the toolkit.
- Website Design Facilitation
- On-Site Training and Webinars
