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Planning and Feasibility Studies
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Management and Direction
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Major Gifts Enrichment and Stimulation
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Communications Creative Services and Messaging (Print, Digital & Social Media)
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Philanthropy Department Evaluation, Assessment and Guidance
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Planned Giving Implementation
Fundraising
Services
Fundraising Services
Strategic
Services
Strategic Services
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Development Assessments and Audits
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Donor Analytics, Research and Predictive Modeling
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Strategic Planning
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Volunteer Leadership Recruitment, Orientation and Personal Training
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Board Development
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Donor Analytics including Wealth Screening and Prospect Pool Assessment
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Donor Recognition Programs
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Corporate Research and Alliances
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Foundation Research and Grant Proposals
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Venture and Collaborative Philanthropy, Impact and Challenge Giving
The subtle difference is the context. Planning studies are presented in the context of "How" to advance a campaign. Feasibility Studies are presented in the context of "IF" to develop a campaign.
DCI studies are individual interviews with a representative group of prospective major donors, those who may be invited to become major donors, volunteer leaders, and professional staff. Meetings are friendly, comprehensive and strategic. The discussion presents final goals and strategy to cultivate, engage, and steward ownership.
The conversations are time and attention sensitive, business-like, intimate and thought-provoking discussions on personal engagement, philanthropic priority, strengths, weaknesses, and strategy. They provide a data-driven analysis of anticipated level of involvement and range of gift. The meeting instills confidence in organizational management and provides data-driven recommendations for the plan, timeline, leadership enlistment and the case for support.
Deliverables
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A comprehensive Study and analysis based empirical evidence and experience
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An accurate and achievable goal
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A detailed plan including “job descriptions” and suggested time commitments
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A well-defined leadership and structure
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An integrated timeline
Campaign
DCI provides a full complement of fundraising consulting support based on your unique needs and our deep knowledge of the Jewish philanthropic marketplace. Budgets for professional services, expenses and direct overhead range in costs from $ .04 to $ .08 for every dollar raised.
Management, Direction, and Implementation
Management may occur on a full or part-time basis. Our consultants interface existing personnel to coordinate and orchestrate day-to-day operations. DCI does not merely prepare reports for action; we stand by your side implementing custom programs according the Plan, Calendar, and Leadership Structure.
Initial activities may include:
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Prospect analytics (rating) based upon wherewithal and willingness
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Leadership and prioritization
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Fashioning custom leadership recruitment outlines and individual training
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Recruiting volunteers to assume specific leadership positions (tacit solicitation)
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Office capabilities analysis existing database review, data mining, analysis, and predictive modeling, staffing and workload capabilities
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Producing approved donor recognition programs
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Crafting communications programs and messaging, and tailoring presentation materials
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Timeline monitoring, adjustment and benchmarking
Next steps may include:
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Research Analytics new prospect acquisition, wealth screening, predictive models and best practices utilizing the many companies with whom DCI has relationships and real experience
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Refinement of communications collateral materials including a case statement, messaging, elevator speech, formal and flexible presentation materials (brochure), newsletters, web content, ePhilanthropy, surface mail and frequently asked Question and Answers
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Direct solicitation of prospects for financial commitments utilizing a recognition program
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Update of training manuals and trending briefing reports
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Solicitation team solicitation training seminars
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Scheduled group leadership meetings
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Reviewing, modifying or creating Planned Giving Policies
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Gift documentation
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Corporate and Foundation (public or private) research and proposal implementation
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Donor protocol and systems and unique circumstance letter library
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Annual giving coordination including giving circles and recognition
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Federal, and Local Government fund availability and grant development
Planning &
Feasibiility Studies
Planning and Feasibility Studies