Visionary

Our focus is on the intersection of a client’s mission with available opportunities. We utilize business intelligence and leverage analytics to design effective campaign strategies and organizational structures. Our methodology is empirically based, collaborative, and iterative.

The innovations of our consulting team include applying donor analytics to forecast philanthropic potential; pioneering the Women in Philanthropy programs that have delivered over $2 Billion in new charitable investment; managing the first public-private partnership in healthcare fundraising; re-engineering a wealth screening product; and designing the first prospect management software solution.

Our clients include universities, colleges, independent schools, hospitals and healthcare systems, hospices, social service agencies, museums, symphonies, and community foundations.