Clients

At Accessiō Strategies, our clients are our partners. We work with executive leaders, volunteers, and staff members to ensure they have the resources to do critical work. Since COVID’s onset, we are proud to have worked with these inspiring organizations.

Featured Clients

Museum of Science

An icon of science education, the Museum of Science hired Accessiō Strategies to help engage Board members in the planning of a transformational campaign: Boston Science Common. This is an effort that marshals the interest of and expertise of the public, policy makers, academia, and industry to deliver timely public science learning – at the pace of change. Accessiō Strategies developed a fundraising plan and is helping the Museum of Science to implement a programmatic, endowment, and capital effort that promises to be the Museum’s largest ever.

Meadowbrook School of Weston

Meadowbrook School changed counsel between its feasibility study and its Centennial Campaign. The school selected Accessiō Strategies because of our ability to prioritize Meadowbrook, work strategically with the Head of School, partner with the Advancement Office team members, and help the school secure confidence-building pledges.

Accessiō Strategies is advising on major gift prospect cultivation and solicitation, including enhancing how Meadowbrook conveys its vision and story; evaluating the quantity and quality of the pipeline; and meeting activity and financial benchmarks. Meadowbrook’s bold goal, when achieved, will double its endowment to support innovation, masterful teaching, and economic diversity in the classroom.

The Bement School

The Bement School engaged Accessiō Strategies to conduct a planning study to determine a challenging campaign goal in its centennial year. The school tested a comprehensive effort to build a new dining hall, a modern library, and a gymnasium, as well as to protect and grow the Annual Fund.

Accessiō Strategies is now managing early campaign activities. Bement has recruited influential volunteers to serve on its Campaign Cabinet and Case Statement Task Force. Head of School Mike Schloat is sequencing prospects using the study’s insights. He has begun announcing early sight-raising gifts from alumni, current parents, and Board members.

Maine Farmland Trust

This member-powered statewide organization asked Accessiō Strategies to offer insights into its donor base and giving trends. We examined more than a decade of gift transactions, categorizing donors according to their behaviors. Accessiō Strategies also conducted a wealth screening to identify existing supporters who could grow their giving significantly. We offered numerous approaches – ranging from staff changes to major gift strategies and donor acquisition to stewardship practices – to help Maine Farmland Trust grow its philanthropic support in advance of its next campaign.

A year later, Maine Farmland Trust partnered with Accessiō Strategies to lead a case development initiative. We sat with current and past Board members, easement owners, and historic donors to review a draft case statement. We explored with key stakeholders why Maine Farmland Trust had been important to them, what they perceived as its unique value proposition, and what urgency they attached to its programs. Asking supporters for their input provided them with an opportunity to shape strategic initiatives and advise on how Maine Farmland Trust could present programming in a compelling manner. Accessiō Strategies will advise Maine Farmland Trust’s Board on changes that it can make now to enhance ownership and investment later.

Dedham Country Day School

Dedham Country Day launched its Together Campaign about six months before the pandemic’s onset and focused on securing sight-raising support from its committed Board and Campaign Steering Committee members. In 2021, with that work completed, Dedham Country Day engaged Accessiō Strategies to guide the transition to the current and past parent phase. We helped the Campaign Steering Committee to sequence prospect engagement, reach established activity benchmarks, and exceed fundraising targets, which included doubling its prior two years’ proceeds within eight months. Dedham Country Day’s well-earned momentum is building energy and excitement for a bold public phase.

Learning Prep School

When Learning Prep School’s Development Director departed, before hiring a replacement the school engaged Accessiō Strategies to help it build a comprehensive development plan.

Accessiō Strategies analyzed past giving data and reviewed recent fundraising and operational materials. We interviewed stakeholders to ascertain the school’s development strengths and understand where leaders believed philanthropy could grow. Accessiō Strategies then created a five-year development plan tailored to the school’s specific needs. The development plan included recommendations on hiring, identifying, engaging, and soliciting the most likely potential supporters, and establishing detailed financial targets.

Charles River School

Charles River School engaged Accessiō Strategies to help it determine an appropriately challenging goal for a capital and endowment effort. Paramount to the school was shaping an effort that would engage new families who had enrolled since the pandemic began and introduce independent school philanthropy. Accessiō Strategies is consulting on case development, prospect sequencing, and major gift prospect engagement.

League of Women Voters of Maine

The nonpartisan League of Women Voters of Maine launched its first seven-figure campaign to support a three-pronged strategy: increasing voter turnout, expanding voter education, and facilitating collaboration across civic groups. Accessiō Strategies worked closely with Executive Director Anna Kellar and the Board on framing the case to create urgency, identifying the most likely supporters, and coaching the team through major donor engagement. The campaign exceeded its goal and positioned the League for a bold three-year organizing initiative.

Christian Brothers Academy

When Christian Brothers Academy’s Director of Advancement announced her retirement after 20 years of dedicated service, the school asked Accessiō Strategies for insight to build a five-year development plan. Accessiō Strategies examined historic results, division of responsibilities within the small advancement office, and the school’s long-term philanthropic aims to inform a plan. Now Christian Brothers Academy is implementing the plan’s recommendations on volunteer structures, staffing, activity metrics, financial benchmarks, and timelines.

New England Law

New England Law collaborated with Accessiō Strategies to conduct a landscape analysis of New England-based and independent law schools and devise a comprehensive development plan. The initiative investigated alumni participation rates, cultivation opportunities, solicitation methodologies, and staffing resources. This data, supplemented by an assessment of New England Law’s historic philanthropic performance, informed the creation of a five-year development plan aimed at increasing philanthropic participation and outcomes.

Waynflete

The Portland, Maine, pre-K through 12th grade independent school, Waynflete, hired Accessiō Strategies to conduct a campaign planning study. Accessiō Strategies engaged a range of stakeholders in personal conversations and learned that the Board’s and Head of School’s vision and their priority projects closely matched the philanthropic desires of current and past parents, grandparents, alumni, faculty, and staff. With the pandemic’s onset, Accessiō Strategies and Waynflete together worked to shift the engagement strategy to a phased approach, which donors appreciated and responded to generously, allowing Waynflete to open its new turf field complex for spring sports.

Boothbay Region YMCA

The Boothbay Region YMCA, a year-round organization in Maine with a significant seasonal population, engaged Accessiō Strategies to help it reinvigorate its capital campaign, A Greater Impact. Working with Board leaders, the Executive Director, and development staff, Accessiō Strategies conducted a mid-campaign assessment for a $15 million effort to renovate its Montessori School, its Y-Arts Annex, and Camp Knickerbocker. Then, we socialized a strategy that campaign volunteers took ownership of, prioritizing and accelerating prospect engagement safely during the pandemic’s onset.

Testimonials

"Accessiō Strategies conducted a campaign planning study with Bement and provided a thorough and thoughtful report that laid out a clear path forward. As we switched gears into active campaign mode, we knew that Accessiō Strategies was the right partner for us. They are helping us to lay the foundation for an exciting campaign."

Mike SchloatThe Bement School, Head of School

"Accessiō Strategies understands independent schools. They invested in learning our unique culture. As a result, they have offered us the tailored advice and insights we needed for Meadowbrook's largest ever campaign."

Michele DalyMeadowbrook School of Weston, Chief Advancement Officer

“We could not have made a better decision than retaining Accessiō Strategies to bring DCD's campaign to the next level. Erica is amazing. She partnered with us to establish and implement a revitalized strategy that works for our community. Now, all of our stakeholders are excited and activated – and the shift in approach is reflected in a sharp increase in our fundraising totals."

Amy CarneyDedham Country Day School, Campaign Manager

“Both before and throughout the turmoil of the pandemic, Accessiō Strategies has been our trusted partner in helping us achieve our philanthropic goals. It has been a winning strategy. With Accessiō Strategies’ comprehensive study and ongoing support and insights, we exceeded our fundraising goals and are better able to meet our long-term institutional priorities.”

Geoff WaggWaynflete, Head of School

“Accessiō Strategies helped the Boothbay Region YMCA to breathe new life into our capital campaign. The guidance was practical and direct. We developed a discipline of measuring our activity levels and we are all responsible and accountable to each other. At the end of the engagement, we received a roadmap that now serves as the blueprint for continuing efforts.”

Alex LoganBoothbay Region YMCA, Board Member

“Christian Brothers Academy’s relationship with Erica de Vries dates to the mid-2000s when she served as counsel for our To Be the Best campaign. A decade later, she helped us map out our subsequent campaign, Our Mission: Their Future. When long-time Director of Advancement Patricia Callahan announced her retirement, we called Accessiō Strategies to help us think through how best to manage the transition. The comprehensive five-year plan that Accessiō Strategies built for CBA is our blueprint for growth, as an advancement team and as an institution.”

Matt Keough Christian Brothers Academy, President

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