The Hodge Group Philanthropic Consulting Services

Planning/Feasibility Studies and Analysis

As a starting point for most capital campaigns, the feasibility or planning study determines an institution's fundraising potential. A study conserves client resources of time and money while greatly enhancing the potential of a successful campaign. Under the direction of THG's managing partner, we will help you produce a preliminary case statement, select key community leaders and potential donors to interview, and asses your community's giving potential. Final recommendations are presented to stakeholders through both oral and formal written reports.

Foundation and Development Office Audits

The principal goal of the development audit is to evaluate an institution's commitment to and preparedness for a comprehensive philanthropic program. Working in conjunction with your staff and board, we analyze your organization's ability to carry out fundraising initiatives, examine the status of your past fundraising efforts, review the organizational structure with emphasis on development functions, and conduct an attitudinal survey among selected community and volunteer leaders. Following the study, The Hodge Group will make specific recommendations about how to improve the effectiveness of your organization's development program.

Campaign Management and Staffing

When you select THG for your campaign, our senior counsel will prepare staff and volunteers for the campaign experience, construct a campaign timeline; develop appropriate campaign organizational structures; guide campaign projects and materials; train volunteer solicitors, and devise a reporting structure to help record gifts and send acknowledgements. We'll be there to assure your campaign is a success.

Prospect Identification and Donor Research

Identifying key prospects is paramount to any successful campaign and an ongoing development program. We believe that capacity is achieved both by a regular disciplined approach to prospect research and the use of sophisticated electronic screening. These techniques along with the advice of THG's highly trained counsel can help your organization find its major gift prospects.

Project Management

THG will provide management for a defined project (such as a planning study, a case for support, or a development audit) over a specific period of time for an agreed-upon, predetermined fee.

Periodic Counseling

THG can offer a made to order consulting schedule best suited to your needs. THG will provide a program for on-site visits and ongoing telephone consultation on a fee-for-service basis according to your specific objectives.

Annual and Planned Giving

THG counsel has extensive experience in designing and presenting both annual and planned giving programs. Our support for Annual Giving programs includes: a review of the constituent database, an analysis of previous annual giving outcomes, assistance with the Case for Support, and a strategy for solicitation and follow up.

THG also has extensive experience in assisting organizations to start or enlarge their Planned Giving initiatives. Tailored to each organization, we offer a marketing and donor education plan, information for board and staff about planned giving instruments, information about the role of a professional advisors council, and recommendations about using printed materials and the web.

Board and Volunteer Training

Boards are critical to successful fundraising and ongoing support for your organization. Let us help you with customized board analysis and training for your top volunteers. From board retreats to practice solicitations, THG can assist you in making the most of this vital resource.

Proposal Services

THG is able to work with your organization's staff to create a funding proposal or may assume principle writing responsibilities. The approach we take is determined by the organization's in-house skills and available resources.

Donor Recognition and Sponsorship Programs

Will your donors return year after year? THG has significant experience in helping organizations develop meaningful ways to recognize donors leading to increased donor loyalty. We can also help you solidify your sponsorship programs, a special niche in the array of effective fundraising techniques.

Special Events

Some special events are worthwhile; others should be abandoned. Do you know the difference? THG can help your organization analyze the effectiveness of your special events and move your volunteers and staff to the most successful ways to raise money.

WealthEngine™ Donor Prospect Analysis

WealthEngine™ offers the broadest range and highest quality of data sources and the strongest technology to conduct prospect management. The Hodge Group has access to 30 databases to identify and create a more complete picture of your donors' giving capacities.

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