Expertise in Feasibility Studies, Capital Campaigns,
and Endowment Campaigns
Ferrari Philanthropic Consultants conducts thorough assessments of the
Charitable Organization's fundraising potential - Capital, Endowment, Major Gift
- by performing feasibility studies in a professional and confidential
one-on-one interview with Board members, Donors, Donor Prospects, Volunteers,
Community Leaders. We develop and implement results driven strategies. We manage
Capital and Endowment Campaigns. We fully integrate and solicit Major Gifts,
Charitable Estate and Planned Gifts for Capital and Endowment.
Fundraising Counsel
Capital Campaigns and Feasibility Studies
- Campaign Readiness Assessment
- Develop key donor prospect lists
- Campaign Feasibility Study
- Write and Development Case for Support
- Planning, Directing and Managing Capital Campaigns
- Cultivation and Solicitation of Major Gifts and
Capital Gifts; cash and non-cash gifts
Planned Giving/Estate and Gift Planning
- Complete Development, Design and Implementation of
a Planned Giving Program
- Policies and Procedures
- Development of a Bequest Program – Wills, Trust,
Retirement Plan Assets - Cultivation and Solicitation
- Development of Gift Design Strategies – Charitable
Remainder Trusts, Gift Annuities, Lead Trusts, Donor Advised Funds, Support
Organizations, Private Foundations, etc.
- Cultivation and Solicitation
- Professional Advisors Program Development
Endowment Campaigns
- Campaign Readiness Assessment
- Campaign Feasibility Study
- Planning, Directing and Managing Endowment
Campaigns
- Cultivation and Solicitation of Major Gifts and
Planned Gifts
- Reporting and Recognition of Gifts
- Creation of Endowment Funds
- Investment Policies
Major Gift Fundraising
- Identification, cultivation and solicitation of
Major Gifts
- Comprehensive Assessment and Audit of the
Organization’s Fundraising Program
- Development and Implementation of a Comprehensive
Fundraising Program, Major Gift Fundraising, and Endowments
- Expertise in Donor Data Base Analysis; Expertise
with Raisers Edge
Executive Coaching
- Coaching Chief Development Officers
- Coaching Major and Planned Gift Officers
Strategic Planning and Marketing and Communication
Strategies
- Comprehensive strategic planning of the overall
mission and vision of the organization
- Integration of the Annual Fund, Major Gift, and
Estate/Planned Giving, and Capital Campaigns and Endowment Campaigns
Board Leadership Development
- Training for Trustee/Board members, volunteers and
staff on strategic planning and fundraising techniques
- Board Retreats
- Board Governance
Grant Writing, Grant Research, Grant Administration
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Ferrari Philanthropic Consultants - All Rights Reserved