Retriever Development Counsel, LLC

Here are ten case study examples of completed projects. (Click on the boxes to expand each category.)

New Directions – Take advantage of new opportunities or re-affirm your goals in changing times.

We can help you assess and discover opportunities in your current situation.

We specialize in unique quandaries, quirky organizations, and in situations in which the usual methods have didn’t get you results. We are periodically called in when other regional or national consultants failed to meet your needs and did not live up to expectations.

Activities as examples: Assess your current efforts and discover new opportunities; audits of existing programs; assess your capital campaign progress; one on one coaching. Strategy analysis, staff and board leadership coaching, board and staff strategy sessions, one-on-one meetings with key donors and supporters.

CASE EXAMPLES:

• Once in a lifetime opportunity: Raise a million dollars in 90 days
• How do we work together for a big goal?
• Capital Campaign coaching pushes fundraising ahead of schedule
• Capital campaign is broken
• We’re on track but …

Linking big picture vision to fundraising.

There is power in a clear, concise roadmap guiding you toward short and long-term goals. We facilitate and orchestrate a dynamic, creative and inclusive planning process. The end result is a clear, relevant plan that is embraced by board, key supporters, and staff that outlines primary goals, strategies to achieve them, measurable benchmarks, and action steps.

Activities as examples: various planning processes, stakeholder surveys, board and staff retreats and strategy sessions as well as targeted coaching.

CASE EXAMPLES:

• Statewide group uncovers new donor passion and goes BIG
• Statewide group with new leadership
• Regional group with national aspiration

Financial Sustainability using Legacy Gifts - Connect with loyal supporters to build a stream of income for years to come.

198% more money comes to nonprofit groups from gifts in wills than ALL of America’s corporate philanthropy. We can help you construct a pipeline of legacy gift income that will sustain, strengthen, and advance your organization.

Hardworking nonprofit leaders have little time for theory. They need ideas that can be put to work with minimal staff or new expenditures.

Activities as examples: Planned/legacy gift assessments, creating legacy and capital campaign cases, and one-on-one coaching.

CASE EXAMPLES:

• Statewide group discovers new potential
• Urban group discovers gifts to jump start building campaign