Gonser Gerber Tinker Stuhr, LLP

 

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Advancement Counsel

Developing the resources needed to advance your institution is the prime focus of advancement programs. In assisting you with building a well-rounded advancement program, GGTS provides counsel to strengthen annual giving, capital gifts, planned giving, and endowment programs; to build an ongoing major gifts effort, to develop the funding needed for special projects, to strengthen the public relations and communications program, and to appropriately involve volunteers and to build and strengthen the Board. As part of this process, our consultants will assist the institution with all aspects of the advancement program, including staffing and budgeting, donor recognition, prospect research, record keeping, marketing, and constituency relations.

 

 

Campaign Counsel
In campaigns, we advise in all areas of advance planning, preparation, and implementation, including the case statement, goals and objectives, market testing and evaluation, overall strategy and plan, volunteer structure and organization, staffing level and job assignments, budget, major gift prospecting and research, campaign timetable, publications and other support materials, records and reports, publicity and proper roles for the CEO, Board members, and staff. Our consultants are experts in campaign planning and execution and assist both staff and volunteers in achieving successful outcomes for their institution. The final result is a campaign that is successful within the context of the broader advancement program and ensures that the institution is prepared to continue its successful advancement efforts after the campaign.

 

 

Campaign Readiness Study

Our Campaign Readiness Study is an in-depth analysis and audit of an institution's readiness to engage in a major capital campaign and its constituents' depth of interest and commitment to the institution. While many institutions focus on the question "Is there money available to fund the objectives of the campaign?", other equally important issues must be addressed if a major campaign is to be successful. We find that it is critical that an institution has a clear and timely mission and vision, as well as a strategic plan to carry out that mission and vision. That is where our Campaign Readiness study process begins. With external publics we assess the case for support of the campaign, as well as perceptions constituents have of the institution. As an institution prepares for a major campaign, our Campaign Readiness Study includes a thorough assessment of the current status of the advancement program including fund-raising results, involvement of the CEO, board members and other volunteers, and the capacity of the staff to manage a campaign.

Our Campaign Readiness Studies typically are completed in 90 to 120 days. The process involves a review of materials requested in advance from the institution and interviews with staff and representatives of the key constituencies. At the conclusion of our assessment, we prepare a written report that details our conclusions regarding the proposed campaign and recommendations for a campaign timetable.

 

 

Advancement Audit

Our advancement audit looks at an institution's entire advancement program starting with a mission statement that is clearly understood by the constituency; its relation to a strategic plan; the evolution of advancement goals from that strategic plan; the support from Board members and other volunteers; the success of the public relations program in creating a climate where fund-raising can be successful; the fund-raising program itself in relation to annual giving, special projects, capital gifts, and planned gifts; and finally the capability and structure of the advancement staff.

An Advancement audit is typically completed in 90 to 120 days. It involves a review of materials requested in advance from the institution, in-depth interviews with advancement staff and key administrators and discussions with members of key constituencies. The process results in a written report that details our findings and provides recommendations for future action.

 

 

Strategic Planning
Implicit in our philosophy of advancement is the need for careful, ongoing institutional strategic planning. It is never sufficient for an institution to be content with past successes and assume that maintaining the status quo will guarantee future successes as well. Changes make it imperative to have a process for analyzing and refining the institution's mission and purpose and identifying the needs that must be met as a result. The process of strategic planning is a cornerstone of constructing an effective, productive advancement program. We work with staff and volunteers to construct a strategic planning model that meets your needs and provides maximum opportunity for involvement and buy-in from your constituents. We lead in implementing and facilitating the process—working from beginning to end with your leaders.

 

 

Board & Volunteer Development
Building and sustaining a strong and effective Board of Trustees or Board of Directors, which can provide leadership and vision as well as work collaboratively with staff and volunteers to achieve institutional goals, is a major challenge for these times. Building a Board is a process of continuing growth and improvement which never ends. Our consultants can provide you the necessary strategies, practices, and procedures that will lead to a stronger, more productive and more effective Board. Additionally we work with institutions to build strong volunteer programs that not only provide service to the institution, but also identify potential Board members and help develop those individuals to provide exemplary Board service.

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