Services
Accessiō Strategies tailors our services to deliver the greatest value to your leaders, to your donors, and to the people you serve.
Fundraising Assessments
To plan a healthy future, sometimes it can be beneficial for an organization to reflect on its past. Accessiō Strategies can help you look holistically at your development program’s recent performance. By examining resource allocation, job descriptions and responsibilities, fundraising methodology, and past leadership expectations, your senior team can gain a shared and clear understanding of the advancement program and its results.
Landscape Analyses
Nonprofit leadership should understand how their organization is performing compared to their peers. Accessiō Strategies works with you to identify similar institutions and organizations whose philanthropic results are aspirational. We encourage nonprofits to share key data so that we can then analyze performance. This approach enables us to provide your organization with recommendations on how to improve outcomes in a sustainable manner. Recommendations may include methodology shifts, reorganization of structures and responsibilities, greater investment in development staffing, and executive and volunteer engagement enhancements.
Wealth Screening, Research, and Analytics
Successful donor engagement is a function of smart preparation. To develop and cultivate meaningful relationships, nonprofits need to know as much as possible about their prospective donors. Accessiō Strategies can prepare you by capturing publicly discoverable information on donors’ past philanthropy, present income, and estimated wealth to inform who to engage and when. We build models to predict future behaviors of your existing donors, which helps you to decide where to spend your time.
Development Planning
Creating a thoughtful plan is central to effective fundraising. Accessiō Strategies can help you to create a plan from scratch or transform your current program. Working back from an ambitious target, we help you to organize your development office, allocate responsibilities smartly, align your event calendar, address needed cultural changes, and clearly define volunteer roles. We advise you in setting activity benchmarks and financial targets that will help you to grow your fundraising program responsibly and sustainably. Where your organization’s advancement program requires financial investment, we help to advocate for appropriate resourcing and manage expectations about investment maturation.
Campaign Planning Studies
Conducting a thorough campaign planning study is the most important investment your organization can make to drive a successful fundraising campaign. Invest in Accessiō Strategies services because before you commence an initiative, it is critical to invite the feedback and advice of your Board, your most loyal donors, your executive and fundraising team, and other individuals who you hope will support your campaign financially and through their volunteerism. In private conversations with stakeholders, Accessiō Strategies explores the case for support, the volunteer leadership required, prospective donors and pledge levels, the philanthropic priority that participants attach to the effort, and other factors that might affect the campaign’s success. At the end of the effort, Accessiō Strategies delivers a comprehensive report that shares findings, analyzes what they mean for a potential campaign, and makes recommendations on the case for support, executive leadership, volunteer leadership, table of gifts, timeline, and resourcing required to get the most out of your campaign. The campaign planning study helps leaders to make well informed early decisions that shape the whole effort.
Campaign Counsel and Management
As experienced campaign architects, Accessiō Strategies provides you the structure, discipline, and knowledge you need to succeed. We work with your executive leaders, advancement team, and campaign volunteers to make smart decisions about recruiting the right volunteers, developing compelling messaging, engaging donors with persuasive proposals, and helping the whole team rise to the occasion. You need Accessiō Strategies as a trusted thought partner to guide you through the many decisions you will make in a transformational initiative.
Major Gifts Strategies
In today’s philanthropic environment, your organization is competing for time, attention, and funding. Accessiō Strategies can help you to position your organization effectively. We examine who can enhance connections and advise how to cultivate consequential relationships. We teach you what to listen for to best understand each donor’s philanthropic motivations. Understanding those motivations, Accessiō Strategies can facilitate good meetings, strong proposals, and positive results.
Executive Coaching
Many nonprofit leaders have bold visions. To deliver on the organization’s mission, some leaders may benefit from enhancing their fundraising skills. Accessiō Strategies provides one-on-one coaching to executive leaders who want to better understand philanthropic motivations, how to cultivate donors effectively, and how to solicit and close gifts. To flourish, executive leaders need opportunities to develop vital soft skills and learn to embrace their important fundraising roles. Accessiō Strategies can be a key partner for your executive team in fulfilling their potential.
Board Development
Accessiō Strategies can help you to enhance your Board’s composition and performance. You need the right Board leaders – multitalented, diverse, and philanthropic – and Accessiō Strategies can help by providing a comprehensive recruitment plan. To retain talent, you need to cultivate your volunteers thoughtfully and empower them to contribute meaningfully. We advise you on how to foster an environment where you gain the most from your volunteers through smart committee organization and volunteers know their time has positive impact.
Philanthropic Advising
Donors want to have the greatest possible impact. Accessiō Strategies can help philanthropists to examine their goals, align giving with personal interests, and help achieve the greatest change in partnership with trustworthy organizations.
