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Apples and Oranges

Laying the Groundwork

Feasibility Studies
Readiness for major fundraising
Most of our clients undertake a fundraising planning study prior to launching a major capital campaign. Through in-depth field interviews and research, we are able to assess the feasibility of your stated fundraising goal, the availability of top campaign leadership, and the strength and appeal of your case. The result is a recommended campaign strategy that makes sense for your organization.

Case Development
Supporting rationale
Carlton & Company will synthesize your organization’s fundraising needs and plans for the future into a cohesive and compelling case for support that you can present to prospective donors.  The goal: a winning blend of information and inspiration that articulates your vision and your value to constituents and the community at-large. 

Board Development Training
The secret is engaged volunteers
Experience has shown that the most productive fundraising happens peer to peer. Carlton & Company offers a variety of volunteer leadership training workshops to maximize the effectiveness of your board members and prepare them for an active role in your campaign. And, if the peers of your best prospects aren’t already members of your board or fundraising committee, we’ll help you find and recruit them.

Prospect Identification and Evaluation
Positioning for success
A strong fundraising strategy will fall flat without the ability to access a productive pool of donors. Carlton & Company has a proven methodology for evaluating prospects, and can help you effectively compile – and expand – your list of potential donors. Learn more about what turns a prospect into a patron.

Strategic Planning
Creating the Future

A thorough, thoughtful long-range plan that puts action steps in the context of organizational goals underpins a successful capital campaign. Carlton & Company will help your organization develop a comprehensive strategic plan that can pass the scrutiny of the most experienced and discriminating – and likely the most promising – of your prospective donors.

Critical Issues Management
A briefing for those who would like to learn more about major gifts fundraising
Successful fundraising requires up-front preparation and planning. Carlton & Company’s Critical Issues Management program (CIM) is designed to help clients assess readiness and develop a detailed work plan that will pave the way for major gift success. Among the issues addressed through CIM: case for support, campaign schedule and timing, financial management, role and responsibilities of the board and solicitation strategies. Learn more.






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