Advancement Planning and Implementation

Advancement Experts utilizes an integrative advancement assessment and planning model focused on brand development and diversification to create sustainable philanthropic revenue.  

Our team utilizes their years of experience in fundraising and executive management to help nonprofits expand their marketing, communications, and fundraising programs to realize reliable, predictable, and sustainable sources of funding.

Service Area Expertise:

  • Annual Fund Planning
  • Major Gift Program Development and Implementation   
  • Corporate and Foundation Giving
  • Planned Giving
  • Organizational Case for Support Development


Examples of Service Area Deliverables:

  • Multi-channel Annual Fund Plan
  • Tier-based Fundraising Strategy Model®
  • Major Gift program development and implementation focused on giving analytics, systematic relationship development, and stewardship
  • Relationship-based corporate and foundation strategies
  • Planned giving programs predicated on customized marketing and cultivation strategies
  • Organizational Case for Support development that attracts transformational support