J&M Philanthropy offers the following services:
- Close gifts with consistency
- Work in a collegial manner with your development team to create and implement strategies for cultivation, solicitation, gift closure and stewardship
- Determine whether a donor is capable of making a major gift or transformative gift and develop appropriate strategies to close the gift
- Conduct solicitations alone and/or with your senior leaders, staff or volunteers
- Work with you to develop a compelling case for support that will articulate the impact your agency’s life-changing work has on the world, as well as your agency’s greatest need.
- Develop solicitation strategies that will provide necessary preparation and support for your senior leadership, staff and volunteers
- Achieve annual fundraising goal of performance metrics, to include a minimum number of face-to-face donor visits a year
- Record actions on your fundraising database on a timely and accurate basis, including the filing of contact reports for all face-to-face visits
- Work with your agency’s staff and volunteers to identify prospects and develop cultivation, solicitation and stewardship strategies
- Develops written materials in support of cultivation and solicitation activities, including proposals, letters, presentations for donors, briefing materials and contact reports
- Maintain awareness of trends in fundraising that can have an impact on fundraising efforts
- Attend various board meetings, staff meetings and other appropriate meetings, for the purpose of maintaining high visibility and physical presence at your agency
- Attend event functions in which donors and prospects are present