Major Gifts, Annual Fund, Planned Giving & Other Initiatives

It takes more than capital campaigns to advance your mission.

The Winkler Group is a full-service firm with the resources you need and a team of experts to help you raise more money across every platform. Our consultants produce industry-leading results for good reason.

As creative strategists, we will design initiatives to transform your giving, or refine an existing program to maximize results.  Below is a list of the many ways we can help you overhaul your development program.   

"Since partnering with the Winkler Group, we’ve already seen an over 30 percent increase in new donors; the new approach to our annual fund effort has more than tripled the amount raised over last year’s initiative."

Kim Sturgeon
Associate Vice President of Development and Executive Director
Trident Technical College Foundation

 

 

 

 

 

 

 

MAJOR GIFTS:

Our major gift initiatives have helped clients triple their giving levels in only a few months. We’ll help you leverage untapped opportunities, match donor priorities to your needs, and secure new and larger gifts.

ANNUAL FUND:

We create a culture of philanthropy that focuses on support of your vision and mission, along with the impact you are having in your community. We will develop and implement focused annual fund strategies that increase results.

PLANNED GIVING:

Our planned giving specialists understand the current trends and estate giving vehicles and will leverage these options for your organization.  Refining an existing planned gift program, or starting one from scratch, we'll make sure it captures these opportunities that help provide sustainable funding. 

DEVELOPMENT ASSESSMENTS:

In a crowded post-2008 philanthropic marketplace, savvy organizations are the ones taking their time to conduct a through development assessment.  Clients we lead through the assessment and strategic planning process see more money raised in all areas of their development operations. 

BOARD RETREATS:

Our consultants are experts at training and educating your board to be your fundraising partners.  We’ll leverage their connections, their influence, and their passion and teach them how to become active fundraising supporters.   

PROSPECT SCREENING:

We lead your organization in a personalized donor analysis to create a complete database of qualified prospects. We supplement this analysis with the most advanced electronic wealth-screening tools available today to uncover hidden gifts and untapped donors. 

GRANTS:

Our in-house grant writer has been a federal grants reviewer, so we know what funders want to see in a proposal.  We’ve secured federal, state, and private foundation grants for our clients and we know where to look to find new funding opportunities.

CASE STATEMENTS:

Through stories, they illustrate your mission and vision while showing your donors the importance of their investment.

We invite you to learn more about how we have served organizations like yours.

Read about the Winkler Group difference.

Learn from our experience with tips from engaging your board to strengthening your annual fund. 

Ask one of our expert consultants about your planning study goals.