Services

STRATEGIC CONSULTANCY (+)

VISION, CASE & PRIORITY SETTING (+)

AUDITS & ASSESSMENTS (+)

PLANNING & FEASIBILITY (+)

LEADERSHIP & EXECUTION (+)

TRAINING (+)

RESEARCH & ANALYTICS (+)

INTERNATIONAL REPRESENTATION (+)

STRATEGIC CONSULTANCY

Get research-informed advice and expertise to help guide your fundraising strategies and decision-making processes.

Strategic Counsel

Tap into a national network of highly experienced fundraisers for practical and research-informed advice.

This bespoke service is flexible, based on your needs.
Professional Mentoring

Learn new skills, raise your professional profile, expand your network and set goals with support form fundraisers with broad personal experience.

Confidential and personalized professional and personal development along the professional spectrum.

VISION, CASE & PRIORITY SETTING

Envision the future of your organization’s mission delivery and articulate the clear priorities for philanthropic support. Develop a Case for Support that inspires prospective donors by demonstrating impact.

Visioning

Gain internal alignment on fundraising priorities that will demonstrate impact and resonate with donors.

This 1/2 day workshop moves from visioning to strategic priorities to fundraising priorities.

Gain focus and insight for the Case for Support.
Case for Support

Identify the urgent and compelling reasons which inspire donors to make their communities better by aligning with your cause.

The case includes several interviews with key stakeholders, three text drafts, liaison with your design team.
Case for Support Review

Assess your case against industry best practices and identify opportunities to enhance resonance, urgency and inspiration.

Get a detailed analysis and recommendations for improvements of both text and imagery.

“Global's coaching is affirmative and enthusiastic and the result has been an immediate impact on my day-to-day goals, practices, and donor interactions.” Shantal Cashman, CFRE, Director, Athletics, University of British Columbia

AUDITS & ASSESSMENTS

Generate more philanthropic income by understanding your current situation and performance.

Cultural Perception Audit™

PDF: Philanthropic Cultural Perception Audit

Understand your organizational culture of philanthropy, including internal audience positioning, stakeholder readiness and strategic implications through this assessment of perception gaps in philanthropic performance and culture amongst key stakeholders.

The survey is conducted online to measure gaps in knowledge, perceptions and alignment through key areas of advancement practice. The report and data analysis are excellent tools to understand the strength of the foundations upon which fundraising must be built.
External Benchmarking

Assess strategies and growth opportunities against sector best practices and industry standards.

Gain an independent comparative view of your fundraising performance metrics against up to 10 comparable organizations in the market.
Internal Readiness Audit

Raise more money armed with an understanding of gaps and issues around your fundraising program performance, governance, operations, volunteers and staffing.

This is an important precursor for a capital campaign and includes key interviews, review of fundamental performance metrics and gap analysis on existing and required capacity to undertake a campaign.
Staff and Staffing Audit

Identify the strength and opportunities of the existing functionality of your Development shop.

This is a practical analysis of strengths and weaknesses of existing staff functionality and factors affecting resourcing.
Stewardship Audit™

Stewardship Audit™

Learn how existing and lapsed donors perceive the results of their support through the client’s donor recognition and stewardship program.

Best done post-campaign, we interview top donors to evaluate their journey and both formal and informal donor experiences to gauge appetite for future support.
Annual Giving Program & Data Audit

Assess and optimize key elements of your program and uncover hidden revenue opportunities to drive new or improved strategies.

This multi-step process examines donor base composition, fundraising performance, use of fundraising channels, past results, structure and processes and team member roles.

Key gaps and recommendations for improvements are identified.
Data Management Process Analysis

Develop more effective information gathering by assessing your data management methods and strategies against your goals.

We evaluate and recommend enhancements to your current data management processes and technology practices against best practices, including a needs analysis for current and future fundraising programs.
CRM Selection & Implementation

Implement or upgrade a customer relationship management (CRM) platform best suited to your fundraising strategy.

We undertake project management of the selection process, including sourcing, evaluating and recommending the best fit for your organization. We act as your CRM champion through implementation of an upgrade or new system.
Philanthropic Naming Assessment

Use a visual inventory of named spaces to maximize donor recognition through philanthropic naming strategies.

Review and evaluation of spaces based on key variables such as traffic flow, visibility and space utilization.

PLANNING & FEASIBILITY

Maximize philanthropic support to achieve your goals and elevate impact. We apply best practices in fundraising and philanthropy to assess the marketplace and develop practical fundraising strategies and plans.

Campaign Planning/Feasibility Study

Video FR

Test the market readiness for a major fundraising campaign, including priorities, goals and timelines, and identify a pool of potential leadership donors and volunteers.

We conduct interviews to inform the possibility of a fundraising campaign.
Fund Development Plan

Leverage fundraising best practices to develop practical fundraising strategies with systemic movement to maximize philanthropic support for your mission.

Identify key variables to create an actionable plan.
Fund Development Planning Tool Primer + Templates + Coaching

Develop a comprehensive fund development plan that sets realistic goals, helps you raise money efficiently and generates more consistent revenue streams.

Includes templates and coaching.
Strategic Planning

Align your vision with the operational and programmatic steps to achieve your goals through analysis of internal capabilities, timing and opportunities for greatest impact.
Campaign Plan

Capitalize on best practices and marketplace insight to develop practical fundraising strategies which maximize both philanthropic support and community impact.
Annual Giving Strategic Plan

Grow your donor file and revenue, improve donor loyalty, lower the cost of fundraising and improve quality of donor communication.

“They take a boutique approach to provide service to their clients - I felt that every tool that they provided us was very tailored and customized to our unique situation.” Julie Castle, Chief Advancement Officer, Humber College

LEADERSHIP & EXECUTION

Sometimes you need hands-on assistance and leadership. We can directly assist with your primary fundraising efforts in a variety of ways, best suited to your needs.

On-Site Campaign Counsel

Working within the client’s team, we work as a hands-on campaign director who makes key decisions, supervises campaign staff and reports on campaign progress.
Embedded Campaign Management

Working independently, turn all aspects of campaign management over to a qualified expert.

Save time by launching the campaign earlier while avoiding recruitment issues.
Grant Writing

Minimize your time commitment and maximize your grants by leveraging our grant writing expertise.

We acquire key data points for grant requirements and deliverables, writing a compelling application to target key language and funder priorities.
Annual Giving Campaign Development & Strategic Counsel

Maximize fundraising campaign results through best practice implementation, persuasive messaging and proven response-generating tactics.

We help set realistic goals, identify most effective communication channels for specific targets audiences, messaging, measuring results and recommending improvements.
PLAID™ Prospect Development

Identify, assess and rank the best qualified suspects and prospects for fund development success.

Devote your resources to your highest-value prospects. Adds Propensity and Development to the traditional Linkage-Ability-Interest prospect rating system.
Planned Giving Program

Create unique donor strategies to leverage existing opportunities and an integrated plan around legacy giving.
Major Gift Program Development

Boost your revenue by converting donors to major gift donors through metrics and moves management.
Major Gift Cultivation & Solicitation

Expand your major gift team by capitalizing on our major gift solicitation expertise.
Project Expediting

Incorporate fund development as part of a project plan for a new building, service or program area.

We work with the project planning team to promote the culture of philanthropy and ensure fundraising and philanthropic opportunities are incorporated early on.
Social Enterprise

Develop practical revenue-positive initiatives as associated or stand-alone enterprises to benefit the charity.

TRAINING

Our training services build capacity to raise more money by developing fundraising skills, knowledge and practical ideas.

All bespoke training programs are delivered with adult learning methodologies, and many are eligible for CFRE education credits.

Popular Training Programs
We provide a wide offering of many standard training programs using proven curriculum and program materials. Some programs include:
- The Role of Boards and Board Members in Fundraising;
- Preparing for a Fundraising Campaign;
- Effective Face-to-Face Solicitation;
- Organizational Fundraising Fundamentals ‘101’; and
- Conducting a Fundraising Audit.
Customized Training & Mentorship

We design customized curriculum to address any unique fundraising and fund development issues. We focus on key learning outcomes and adult training techniques. Training can be delivered in person or via Skype.

“The capabilities that Global, from the worldwide perspective, would bring to the table was very attractive to us.” Judy Macleod, Chief Development Officer, YMCA of Greater Toronto

RESEARCH & ANALYTICS

Our dedicated and experienced team of research professionals has expertise in all aspects of prospect and philanthropic research and access to an extensive library of research resources. We specialize in blue-sky prospect and donor research and the ability to translate leads generated by database analytics into successful fundraising strategy.

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Dedicated Research Support

Leverage customized ongoing research to effectively manage donors and prospects who have affinity, inclination and capacity to demonstrate their support for your mission.

Monthly retainer service of custom research and strategies to inform all stages of the donor cycle: identification, qualification, cultivation, solicitation and stewardship.
Prospect Identification & Qualification

Prioritize your time to qualified prospects and devise strategies to engage them in more meaningful ways.

Targeted discovery research to identify individuals, foundations, corporations and organizations.
Prospect Qualification

Prepare a strong base for in-depth research profiles with a qualification screen.

This is a scan to assess capability, interest and inclination.
Prospect Profiles

Customized, comprehensive, timely and accurate profiles provide a deep understanding of donors’ financial capacities, interests, motivations and influences.

Choose comprehensive profiles or abbreviated snapshot profiles.
Database Screening

Enhance your prospect pipeline by highlighting donors positioned to move up the donor pyramid.

Data Analytics summary
Wealth & Philanthropy Assessment

Establish inclination and capacity of an existing donor to support your cause as a higher level.
Major Gift Pipeline Analytics

Measuring timing and the rate of major donor progress through the prospect pipeline, based on linkage, ability and interest, to look for key indicators of potential campaign success.
Custom Research

Make smarter decisions and uncover connections to donors through customized research and strategies.
Research Training

Customized and flexible research training builds capacity, maximizes your donor database and builds information strategically.

INTERNATIONAL REPRESENTATION

Organizations are obtaining an increasingly substantial share of their support from abroad, requiring them to acquire specialized local expertise for each region.

As members of a professional international network of strategic consultants, we have a unique capacity to help you reach your high-value prospects and manage your key relationships across diverse countries and cultures. We provide you with cost-effective solutions as you reach out to new prospects and develop new markets.

Hong Kong Foundation (Set-Up)
Global Philanthropic is the only full service worldwide strategic fundraising and philanthropy firm with offices in Hong Kong, and will provide everything necessary to form the Foundation on your behalf. Our proven track record in establishing foundations in Hong Kong has provided valuable assistance to many client organizations, including: St. Andrews University; University of California; University of Sussex; University of Sydney and Royal Kew Gardens.

Section 88 of the Hong Kong Inland Revenue Ordinance allows a foreign institution to raise funds, accept grants, donations, bequests and gifts of all kinds from any person, corporation, foundation or institution. It also allows for the stimulation of support of all kinds for the advancement and attainment of the objectives of the foundation. In addition, no tax is paid by the Foundation subject to the annual filing of appropriate paperwork.

In addition to foundations in your home country, setting up a foundation in Hong Kong will:
- Allow institutions to collect funds from alumni and donors across Asia within their home region;
- Enable alumni and donors based in Hong Kong to receive tax deductions for their donations to institutions;
- Make it easier for institutions to get donations from mainland Chinese as many maintain Hong Kong dollar accounts;
- Foster local connections as institutions can demonstrate its commitment to the Asia region;
- Deepen engagement as local foundations offer opportunities to participate for suitable alumni and donors; and
- Offer institutions straightforward access to money as there are no restrictions on the movement of currency from Hong Kong.
Hong Kong Foundation Operations
Once a Hong Kong Foundation is established, Global Philanthropic can provide ongoing administrative operation of your Foundation. The Support Services Package includes:
- All company secretary fees;
- All annual return and audit fees, provided the client follows procedures and meets deadlines;
- A registered office street address of: Tesbury Centre, Room 304, 28 Queen’s Road East, Wanchai, Hong Kong;
- Use of the Global Philanthropic board room up to 15 times per year and hot-desk up to 20 days per year;
- Processing of all donations, including delivering receipts to donors;
- Communication on all donations received;
- Monitoring the client’s Hong Kong bank accounts, provided the organization has provided Global Philanthropic with view-only access to its online accounts and/or distributes paper copies of online statements to our office in a timely manner;
- Communication with the client on all matters with regards to the Companies Registry for its company limited by guarantee and Inland Revenue for its Section 88 tax-exempt charitable status;
- Global Philanthropic will provide a detailed Policies and Procedures Manual upon signing of the contract, which will include detailed instructions for working with us on gift processing and donor communication and provides such necessary sample documents as gift remittance, official receipt, and donation forms. The client may make changes to this manual in consultation with Global Philanthropic and within reason and the limits of Hong Kong Companies Ordinance, Inland Revenue Ordinance and any other related sections of the Basic Law;
- Storage for essential financial files up to 5 cubic feet (1d x 1h x 5w).
International Campaign and Major Gift Counsel

Asian Philanthropy Strategy