Please indicate which services you are inquiring about:

Annual Campaign Review. Following an in-depth review of your annual campaign, we provide a three-year plan for successful and increased fundraising from your annual appeals.

Fundraising Training for Staff.  Tailored to the needs of your organization, this training includes annual, major gifts or campaign training for executive, development and membership staff.

Board Training.  Board fundraising training involves learning best practices in donor cultivation, understanding and sharing the case for support, and solicitation.  Leadership training encompasses the steps and tools to develop resource leaders, including board recruitment, developing board job descriptions, orientation, leadership evaluation and succession planning.

Resource Development Plan to build capacity.  A team of our consultants conducts a three-day study of your development program to establish your current and future fundraising capacity.  Study findings serve as the foundation for a time-bound action plan with accountabilities for successful fundraising.

Identification and Prospecting Program.  Review your donor base to determine the 25 to 50 prospects you should target for major gifts over three years.

Planned Giving.  We review your current planned giving program and/or prospects and develop a 12- to 24-month plan for future and current estate gifts.

SWOT Analysis & Mini Fundraising Strategic Plan.  JB&A works with you to conduct a SWOT analysis or environmental scan for your fundraising operations.  We develop a plan from the analysis to implement key findings that take advantage of strengths and opportunities and improve on weaknesses and threats.

Community Readiness Assessment ^SM. Test the readiness or feasibility of your campaign by identifying financial support, the campaign goal and potential leadership. Our approach allows you to take an active role in the discovery process.

Capital Campaign.  The core of our expertise, Jeffrey Byrne & Associates implements state-of-the-industry best practices and techniques to develop personalized strategies for each campaign, recruit volunteers, and to organize and manage campaigns of all sizes from $1,000,000 to $300,000,000.

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