Services

We learn from our projects. We like to discover and share new insights with our clients and work hard, together, to overcome common obstacles.

Campaign Services

You are getting ready for your next campaign. You want to understand how your organization’s priorities and aspirations align with the interests of your best donors — those likely to be among your campaign’s top donors as well.
How can you significantly shorten the time it takes to create your case for support, test it, and then engage those key prospects in a meaningful assessment? How can you continue the conversation with those key prospects soon after your initial assessment and build momentum and commitments well before any formal report on readiness is presented? How do you retain control of the most important part of any campaign readiness assessment — the deep relationship and momentum with your best donors and prospects?
The Briefing and Assessment Process© puts the most important people (CEO, chief development officer, top prospect) together in a structured conversation focused on engaging that top prospect in a deep, meaningful conversation. Our expertise in assembling the information to be used in that conversation, partnering with our client as we prepare the materials to be used in those one-on-one conversations allows the clients to stay focused on prospect relations and engagement. We do all of the background work, even scheduling if wanted by our clients. As we gather that material, much of which is often based on the client’s strategic plan, we are continually working with the client to identify campaign themes and gift opportunities.
We invite you to get a closer look at what we do and how we might help you get to where you want to go.

Prospect Qualification

The Personal Interview and Qualification System© (PIQS©) is used by major gifts teams in small and large organizations to significantly increase the amount of information and insight about the potential prospect.

PIQS© is a complete system of personal engagement that is customized for each client’s particular culture, their prospects and staff abilities. Focused on the prospective donor’s interests, attitudes, concerns and motivations, PIQS© is a unique way to bring consistency and depth to a major gift program.

Appointment Acquisiton and Management System©

The considerable time and energy required to obtain an appointment with a potential donor is a low-return investment of human and financial resources. Yet to grow a prospect base, being proactive is essential.

Our Appointment Acquisition and Management System© (AAMS ©) puts the major gift officer at the prospect appointment, not in the office trying to get the appointment.

With AAMS©, clients greatly increase the time their key staff members are with potential prospects and current donors.

Major gift program managers receive regular, detailed reports on appointment success so that they can see how their most precious resource (the time of their major gifts officers) is being invested.

Business Modeling

There are multiple types of advancement business models. A lack of clarity about the business model a nonprofit should be using to serve its distinct clientele can lead to suboptimal performance—especially as it relates to advancement performance.

For many nonprofits, their business model in advancement is different than the other ways in which the organization produces revenue unless the organization is completely dependent on gifts for its existence.

Top Prospect Modeling © helps our customers articulate and improve their advancement business which, in turn, helps their clients invest their resources more effectively, producing greater results for donors and beneficiaries alike.

Discover how we design and improve advancement business models and business systems.

Training

Experiential training focuses on translating information and knowledge into skills by having the learner practice what has been taught.

We work with clients to go beyond the standard lecture/simulate format to putting the trainees in real life settings, using what they have learned in workshops to translate that knowledge into real skills. In parallel, we work with managers to develop their skills in helping the trainee push themselves to try something that may be initially uncomfortable and to coach those trainees in ways to improve. We structure the client’s learning process to include team learning, where team members share insights and advice with a trainee and, in turn, strengthen their own understanding of what works and why it works.

NEW PROGRAM FOR 2022

12-Month Training For New Managers in Advancement

Over the next 12 months as a new manager in nonprofit Advancement, you will be engaged with other new managers in deepening your understanding and skills important to becoming a success in your new role. You will also learn additional concepts deemed essential by senior Advancement executives.

Two-Day
Bootcamp

An intensive two-day workshop will kick off the program by augmenting your knowledge in non-profit Advancement and giving you the tools for integrating the key functions of your role. A challenging combination of group exercises and individual coaching will strengthen your managerial muscle and reshape your approach to working with others.

Monthly Video
Conference

Each month we will address one topic in depth, and we will set aside time for a “manager’s update,” a chance for you and your fellow new managers to bring up successes and challenges to share confidentially among participants.

Workshop at
Month 6

This one-day, in-person gathering will provide an opportunity for you and your colleagues to review your progress over the prior six months, look forward six months with respect to your personal goals; and engage in learning & practicing additional tools.

Additional Coaching
and Assessment

Between monthly video conferences, participants will receive a monthly one-on-one session with a mentor to provide discussion and feedback on specific issues. Participants will also be asked to self-assess their progress on an ongoing basis.

Mentor/Sponsor
Role Expectations

For those participants who are being sponsored by someone in their organization, TGC will facilitate creation of a written set of expectations on the part of the participant and the sponsor.