Advancement Services

Our consultants or administrators will become an integrated part of your development team ensuring sound data administration practices and procedures and keeping Directors and field fundraisers organized, motivated, and informed. Customize a mix of services based on your team’s specific needs, and choose a term of service that provides ramped up support just when you need it.


  • Portfolio Management and major gift fundraising support
  • Weekly task, solicitations, and project check-ins
  • Quarterly Reports and performance metrics
  • Appeal analysis and list segmentation
  • Board Reports and Fundraising Dashboard generation
  • Prospect Identification, Research and Pipeline Management
  • Campaign Team Coordination
  • Grant Writing*, Major Donor Proposals, and General Solicitation Letter generation
  • Embedded administrative support including gift entry, acknowledgement, mailing lists, and weekly reports


Fees range from $500-$2,000 per month depending on the level of service and duration of contract.

*Grant writing services available to established clients only


Thanks to Joanna’s counsel, our development efforts are now much more robust, organized and streamlined. Through her guidance, we now have a systematized development platform, which ensures consistent documentation combined with accountability.

CEO, Children’s Residential and Educational Center