Our Services



    "Immediately following the workshop I was contacted by one of our donors regarding planned giving. Thanks to your workshop I was able to convey all the necessary information and secured the planned giving gift.”

    — Melissa Kendrick, Food Bank for Monterey County


    The most common services we provide are:

    • Fundraising assessments
    • One-, two- or three-day trainings on all aspects of grassroots, community-based fundraising
    • Board training: general trainings on the roles and responsibilities of a nonprofit board;  fundraising trainings to build skills and understanding of board members' role in fundraising
    • Assistance in development of annual fundraising plans
    • Consultation on development of individual donor programs
    • Ongoing consultation for capital campaigns
    • Design and structure of major gifts, capital, or endowment campaigns
    • Coaching for development staff or executive directors
    • Facilitation of board and/or staff meetings and retreats