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services: fund development

Annual Giving • Major Gifts • Planned Giving • On-line Giving • Foundations • Corporations • Naming Rights • Pre-campaign Studies • Capital Campaigns • Solicitation Training • Cultivation • Recognition • Stewardship • Data Management • Fund Development Plans that Integrate PR and Marketing

 
 

Fund Development
Driver of sustainability and life-long donors

Dynamic nonprofits are not static organizations. The ideal nonprofit moves as a fluid constellation, able to shift its shape and focus as quickly as the situation demands while remaining aligned with it own north star - its vision.

Along with exceptional leadership, what is required to enable the organization to fulfill its mission and achieve its vision is sufficient financial resources. This means that the organization must know how to raise funds in a sustainable way, and how to do it really well. We are in the midst of the greatest generational transfer of wealth in the history of mankind. Competition for the portion of these monies that will go to charitable causes is fierce. Fund development efforts must be highly sophisticated and focused to receive a piece of this pie.

Let CoreStrategies for Nonprofits, Inc. help you

  • Create and market annual, major gifts and planned giving programs
  • Train staff, board members and other volunteers how to be comfortable and successful when soliciting gifts, along with what other roles they can play in donor stewardship
  • Integrate web-based giving throughout all your fund raising programs
  • Along with focusing on individual giving, upgrade the giving you receive from corporations and foundations
  • Analyze how you manage your fund development data and what improvements may be needed
  • Undertake pre-campaign or feasibility planning studies to determine potential capital campaign success
  • Manage and direct capital and major gifts campaigns
  • Create comprehensive fund raising plans that integrate strategic public relations and marketing activities to build awareness and press for action on the part of prospects and donors
  • Create strategic cultivation, recognition and stewardship plans that focus on assuring the long-term loyalty of your donors
  • Upgrade your entire website and all marketing materials to reflect and support your fund raising initiatives

 

Specialists in Fund Development


Gail S. MeltzerGail S. Meltzer, CFRE

 

In the 1980's, in the midst of an intense karate session in what brain researchers would call a flow moment, Gail S. Meltzer, CFRE had an idea. Then assistant development director for the Wolfson Children's Hospital in Jacksonville, Florida, Gail envisioned the hospital reaping the benefits of national exposure.

 

She convinced the board and staff to participate in the inaugural Children's Miracle Network Telethon (CMNT), secured a local station to broadcast the event, garnered sponsors to cover the costs, and enlisted volunteers. The annual CMNT fundraiser is now one of the largest telethons in the world and has elevated the profile and status of children's hospitals.

A Children's Hospital executive says the amiable Gail is a tenacious implementer. During her 30 year career as a senior development officer in the nonprofit arena, nonprofits have benefited from the comprehensive fund raising programs and major gifts campaigns she has created. Gail has helped long-term care facilities, leadership training programs, private schools, youth group homes, medical centers, community mental health centers, homeless shelters and museums among many other organizations.

Gail is the founding president of the Jacksonville Chapter of the Association of Fundraising Professionals and for three decades has mentored many fund development professionals, board members and nonprofit staff and volunteers. As president of the consulting firm Fund Raising Advantage, Inc. and now a founding principal in CoreStrategies for Nonprofits, Inc., she is a skilled trainer, specializing in teaching boards and staff how to embrace fund raising and create dynamic and effective donor relations programs for their organizations.

Gail has also experienced "life on the other side" by serving on numerous nonprofit boards during her career. She has had the distinction of being designated a Certified Fund Raising Executive (CFRE) since 1990, which requires ongoing rigorous documentation of fund raising success as well as service to the profession. Gail has a B.A. from Rutgers University.

Gail has had articles published in the Grassroots Fundraising Journal ("After the Lights Go Out: Turning your Special Event into Future Gold" July/August 2003); Advancing Philanthropy ("All on Board!" March/April 2004); Fundraising Success Magazine ("Accountability and Stewardship" July/August 2004); South Florida Sun-Sentinel ("Helping Board Members Embrace the Fun of Fundraising" January 31, 2005); The Major Gifts Report ('How to Overcome Premature Campaign Announcements" March 2008); numerous issues of the AFP Broward Chapter quarterly newsletter 2002-2006; and one of a series of briefing papers for nonprofit board members published by the First Nonprofit Educational Foundation (Fundraising: A Partnership between Board and Staff). How to Make Money as a Freelance Fundraising Copywriter by Mary Guinane McNamara (Article: “25 Website Basics for Nonprofits”) 2008.

Gail Meltzer 888-458-4351 X 81
GailMeltzer@CoreStrategies4Nonprofits.com

 

 

 


Jane Jordan


Jane Jordan has more than 30 years experience in community affairs, fund development, strategic planning, administration of nonprofit organizations, corporate social responsibility, foundation management and consulting to nonprofits.

Besides her work with CoreStrategies for Nonprofits, Jane is a founder and principal in Jane Jordan & Associates, Inc. Established in 1990, the firm has assisted a variety of clients in raising more than $110 million. The firm provides essential fund raising, capital campaign, planning and organizational management services to nonprofits of all types and sizes. Clients include every size and type of nonprofit organization, from large healthcare systems to small, all-volunteer, community-based nonprofits. Nearly 70% of the firm’s client organizations have contracted with Jane Jordan & Associates two or more times. Click to continue

Jane Jordan 888-458-4351 X 804
JaneJordan@CoreStrategies4Nonprofits.com

 

 




James Mueller

James Mueller is a seasoned professional in organizational leadership and fund development who brings thirty years of experience in institutional advancement to his clients. Jim has provided strategic and creative executive leadership to a variety of institutions, including Advocate Health Care, Cornell University, Goodwill Industries, the Lake Forest Graduate School of Management, the National Ovarian Cancer Coalition, and Northwestern University. Additionally, he served as COO for the international consulting firm Grenzebach Glier & Associates, where some of the largest nonprofit organizations in the US, Canada, and the UK seek counsel on strategic philanthropy initiatives.Click to continue

Jim Mueller 888-458-4351 X 85
JimMueller@CoreStrategies4Nonprofits.com

 



Stephen Wahl


Stephen Wahl assists CoreStrategies with pre-campaign studies and campaigns, obtaining appointments with potential donors, foundation executives and other potential funding sources at the highest levels. On a recent CoreStrategies’ project, Steve was able to convert 100 cold calls into 36 interview appointments with some of the country’s leading philanthropists as well as the decision-makers at several highly-regarded private foundations.

Steve, who specializes in “rainmaking” – developing new business for corporate clients, both for-profit and nonprofit – also has his own boutique marketing/sales firm, Wahl & Associates. Recent clients of his firm include such diverse companies as Unreal Marketing, American Reading Company and Shell Motor Oil. Click to continue

Steve Wahl 888-458-4351 X 86
SteveWahl@CoreStrategies4Nonprofits.com


Les Weil


Les Weil is a consultant, philanthropist, active community volunteer and former business owner/entrepreneur. Since 1994, he has collaborated with more than 100 nonprofit organizations in the greater Milwaukee, Wisconsin and greater Ft. Lauderdale, Florida areas.  Specifically assisting them with fundraising, board solicitation training, marketing and the business operations of nonprofits, he encourages board members, volunteers and senior staff to work together, hand-in-hand.  Click to continue  

Les Weil 888-458-4351 X 805
LesWeil@CoreStrategies4Nonprofits.com