Stewardship & Advice Services 

Stewardship is a valued phase of the fund development process. However, it is also a part of the process that is often neglected. Stewardship is a thread that is woven throughout an organization’s philanthropic culture. It deserves the same attention as making the ask.

     Our Services include:

    • Assessments on maturity and effectiveness of your organization’s stewardship processes
    • Stewardship audit frameworks for:
      • Small organizations; those with operating budgets less than $2 million
      • Medium-sized organizations; those with operating budgets between $2 million and $5 million
      • Large organizations; those with operating budgets greater than $5 million
    • Analysis and recommendations for improvement
    • Development of a comprehensive stewardship plan suitable for your organization, your donor base, and your budget