YUCKS Enterprises is pleased to list a full array of fundraising counsel services.
For the Donor:
- Executor Duties
- liaising with the allied professionals (lawyers, accountants, and financial planners)
- carrying out the donor’s wishes
- helping the donor with the intricacies of expressing their wishes to their heirs
- Philanthropic Priority Assessment
- strategizing to determine envelopes of funding (i.e. healthcare, arts, education, etc.)
- working within the envelopes to further develop short-term and long-term priorities
- Next Generation
- involving the next generation in philanthropic decisions
- how to maintain a family’s legacy
- Strategic Planning
- short term and long-term objective setting
- measuring impact
- Tax Mitigation
- determining the most cost-effective way to mitigate taxes personally, corporately, and posthumously
For the Staff and Volunteers:
- Board Development
- developing roles and responsibilities
- creating fundraising bench strength
- establishing and maintaining best practices
- Canvasser Training
- for face-to-face meetings
- for telethons
- Coaching
- confidence building
- solicitation training
- mentoring
- Hiring and Onboarding of Employees
- interviewing
- creating job descriptions
- managing expectations
- policies and procedures
- Sponsorship Counsel
- developing an array of opportunities
- stewardship of the sponsorship
For the Organization:
- Business Planning
- as an extension of the strategic plan
- budgeting
- monitoring
- Campaign Planning and Execution
- for campaigns of all types (major gifts, direct mail, endowment, etc.)
- Feasibility/Planning Action Study
- writing a case for support
- interviewee selection
- interviews
- written summary report
- Financial Development Budgeting
- analysis of trends
- forecasting
- Financial Development HR Audit
- looking for the right people
- looking for the right positions
- Legacy Giving Analysis
- create or enhance a legacy (bequest) giving program
- Mining Your Database
- increase lifetime donations for donors
- finding the hidden gems
- Strategic Planning
- mission
- vision
- resourcing