Registration for our Major Gifts Coaching Circle is now open!
Excelsior Bay Group’s coaching circles are a fun, affordable way to acquire practical, valuable fundraising skills and expand your professional network.
Over the course of our 6-month major gifts program, we will help participants to:
- Develop a compelling case for philanthropic support
- Clarify fundraising priorities & goals
- Assess ROI for the organization’s fundraising initiatives to help increase resources allocated to major gift efforts
- Develop major gift portfolios and performance metrics
- Cultivate key philanthropic relationships towards successful major gift solicitations.
Registration deadline for this course is June 25th. These classes fill up fast, so don’t delay!
Our mission is to move the nonprofit sector forward by ensuring philanthropy is intentional, efficient and effective.
Our Nonprofit Services
FUNDRAISING
- Fundraising Coaching & Training
- Capital Campaign Planning
- Development Audit
- Donor Pipeline Analysis
- Annual Giving Strategy
- Major Giving Strategy
- Planned Giving Strategy
- Grants Strategy
STRATEGY
- Value Proposition/Logic Model
- Evidence-Based Research
- Competitive Landscape
- Strategic Positioning
- Strategic Partnerships
- Strategic Planning
- Execution Plans & Timelines
- Progress Metrics
GOVERNANCE
- Governance Audit
- Board Coaching & Training
- Executive Director Performance Metrics & Evaluation
- Policies & Procedure Development
EARNED INCOME / PRIs
- Mission Related Income Audit & Strategy
- Unrelated Income Audit & Strategy
- Program-Related Investment (PRI) Strategy
OPERATIONS & PROGRAMS
- Operations Audit
- Programs Audit
- Growth &
Scalability Strategy - New Program Development
PERFORMANCE & RESULTS
- Operational Efficiency
- Program Outputs, Outcomes,
Monetization - Program ROI
Our Philanthropic Advisory Services
GIVING AUDIT & STRATEGY
- “Giving Passions & Motivations”
Inventory - Current Giving Analysis
- Create Realigned Giving Plan
SPECIALTY SERVICES
- Family Giving Plans
- Nonprofit Due Diligence & Research
- New Program Development
- Performance & Impact
- Volunteer Opportunities
- Giving Circles
- Philanthropic Leadership for Executives
B2B SERVICES
- In-house Philanthropic Advisory
- Philanthropic Education & Training
