Our clients
Flight Path Dance Project
How to go from start-up to long-haul?
Fundraising
Founded in 2018, Flight Path Dance Project established its first company of dancers in 2019. Just as they were creating a community, dance program, and the systems that would support them, the pandemic started. From their inception, they have needed to be agile and creative about their organization's sustainability. Now, we're working together to shift into a place of proactivity in their fundraising and visioning work. Together we will:
segment and assess giving data
create year-long fundraising plans that can adapt to changing realities
align communication with donor needs and culture
Presbytery of Southern New England
What do we do with church buildings made for a different time and place?
We’re providing support for presbytery leadership, and working with three congregations exploring land and property possibilities. We've organized this complex work into two phases.
Phase I: congregation + property assessment
assess the needs and opportunities in the three individual congregations
engage in congregational and community listening
communicate with member churches about potential property strategies
Phase II: theology, core values + strategic filter
articulate a theology of land and property that is rooted in their context
discern core values that will reflect that theology
develop a strategic filter for property decision-making based on these values
St. David’s Episcopal Church
Is it a good time to raise money during a leadership transition?
Fundraising, strategy + vision
St. David’s hired an interim rector after a long-term pastorate while they engaged in a call process. Transitional periods present opportunities to reflect on how things have been done, assess what has been working, and make plans for future change.
Our work with St. David's includes considering stewardship practices because when done well, fundraising provides opportunities to strengthen relationships, create a robust year-round ministry, deepen commitments and articulate a vision for the future.
Together, we are:
developing an infrastructure for donor record data segmentation
providing guidance in aligning data analysis with giving strategies and formation
examining individual and collective money narratives, as well as training volunteers for annual giving, at an on-site retreat
creating a plan for growth potential to prepare for annual giving
developing a plan for on-going tracking, education and management of volunteers
St. John the Evangelist
How can our buildings be used for the repair of our community?
Phase I: listening
St. John’s is discerning the potential for a capital campaign. To prepare, we first led a process to foster healthy relationships with money. We unpacked individual and collective money narratives and deconstructed dominant systems of power and control as they relate to financial resources.
During this listening process, we:
facilitated a congregational-wide survey that asks questions around individual and corporate money narratives, in addition to asking questions around potential capital projects and how they connect with St. John's identity
led a day-long, in-person retreat to explore money narratives
interviewed community partners to understand how St. John’s is perceived and also what areas of future partnership might be ripe for exploration
provided a report that is rooted in their faith community’s context with recommendations for future practices regarding a holistic relationship
St. Mary’s Episcopal Church
As we grow, what holds us together?
Phase I: listening
In recent years, St. Mary’s has experienced significant identity shifts between a change in long-term leadership, the pandemic, and shifting wider cultural norms. We worked with St. Mary’s to help articulate to what makes their community unique, and explore what might be in store for the future. In our listening process, we:
worked alongside a core team
organized and conducting focus groups
wrote and reviewed surveys — analyzed data and reflected back what we heard
made recommendations for next steps
Saint Andrew’s Episcopal Church
How do we make decisions that reflect who we are?
Core values + strategic thinking
Leadership at Saint Andrew's understands that — given rapidly changing cultural understandings and expressions of faith and religiosity — churches are best served by articulating the core of who God is calling them to be in the world, and by making decisions consistently based on those values. We worked with leadership to:
articulate their core values
lead a Vestry retreat to practice the work of collective decision-making based on those core values
translate their core values into a strategic filter for the entire congregation to utilize so that every decision, no matter what the scale, can be rooted in this parish's most meaningful shared beliefs
utilize their new strategic filter to evaluate three areas of their life together — such as stewardship, buildings and grounds, and programming
Ascension School Camp and Conference Center
How do you engage in a feasibility study with multiple partnerships at play?
Phase I: feasibility
We worked with leadership to understand if and how, through collaborative partnerships, they could raise funds for capital projects that would transform their facilities, impacting campers and their families and conference attendees, as well as the local community at-large. Our feasibility study laid the foundation for a healthy capital campaign. In this phase of our work together, we:
honed in on and articulated the vision for a potential capital campaign
created spaces for listening to current and potential donors, as well a variety of stakeholders (campers and their families, conference attendees, diocesan contacts, several community partners, and neighbors in Cove) to understand what is important to them and where their concerns or resistance may lie
created opportunities for relationship-building and strengthening of partnerships for a common cause
determined the quantifiable level of financial support that can reasonably be anticipated for the proposed projects and determine a feasible fundraising goal
The feasibility study showed 100% support for a capital campaign (a first for us!) and excitement to get started immediately.
Phase II: solicitation
This capital campaign is one of the entire diocese, as well as the community of Cove, OR. We will begin by raising funds for the pool, which will be open to the entire Cove community, and also used for camp. Kickoff for this is at Cherry Fair, a day where people come from all over the region for a "family-friendly day of old-fashioned fun, music, and food" on the grounds of Ascension School.
We then turn to the diocese by kicking off at the convention in the fall of 2024. A series of "Come and See" events will take place where all members of the diocese are welcome to come and experience Ascension School, and the magic it offers that just can't be communicated through words.
All in, we are working to raise funds for the pool, the endowment to care for the costs of the pool, and to build the organizational endowment for long-term sustainability.
The solicitation phase of capital campaigns requires dozens of volunteers, dedicated staff time, and imagination. Walking alongside them we are leading the campaign through:
writing and designing the case statement ← check it out!
event planning
tracking of gifts
training and coaching solicitors
creation of strategy as the campaign unfolds
Episcopal Church of the Nativity
How do buildings reflect a church’s theology?
Feasibility study
To be one body, Church of the Nativity is considering a capital campaign to make their buildings accessible to all bodies. We worked with this community on a feasibility study to determine next steps toward making their buildings reflect their theology. Together, we identified:
the projects that rank highest in importance to congregants
the level of financial support and volunteer support leadership can expect from the congregation
best practices for communication and education if a capital campaign is planned, so the process is engaging and transparent
money narratives at play among congregants that will be important for leadership to keep in mind as they navigate fundraising
Christ Episcopal Church
How can fundraising transform a church's relationship to its downtown community?
Phase I: feasibility
As leadership considers capital improvements, they seek to understand what it means to be a part of a reawakening community, and how working together for the common good includes their congregants and neighbors alike. We worked with this congregation on a feasibility study to determine the level of support for a campaign that would:
create a new entrance hall to improve accessibility, visibility and welcome
expand their performance space and pub to accommodate and expand communities who gather there for artistic programming and more
renovate their parish house with a commercial kitchen and accessible restrooms to expand welcome and hospitality to all
refresh outdoor spaces to demonstrate gratitude for God’s gift of the land that they steward
National City Christian Church Foundation
How do we navigate complex governing structures?
Feasibility + fundraising
National City Christian Church’s neoclassical building in Washington, DC requires significant work. Their donor base is both local and national, as the building is actually owned by the denomination and yet inhabited by a local congregation. Alongside leadership of the Foundation, we worked on their year-end fundraising and in conducting a feasibility study to understand their fundraising potential and possible roadblocks. Our work included:
coaching on creation of team and structure for feasibility study
creation of project budget
board facilitation
writing and design for end-of-year fundraising letter
writing and design for feasibility case statement
creation of feasibility infrastructure
receipt of surveys and conducting interviews
data analysis
creation of comprehensive report for next steps
UKirk SMU
How do we sustain connection as so much changes?
Phase I: feasibility
We conducted a feasibility study to explore possibilities in establishing their own place of belonging. Alongside leadership, we:
facilitated conversations that crystalized and articulated UKirk SMU's vision
aligned potential projects with organizational values in a way that resonates with potential donors
laid the groundwork for ongoing communications related to developing a case for a capital campaign
created spaces for relationship-building and strengthening partnerships in common cause
Phase II: annual giving + fundraising
After an invigorating feasibility study, we recommended that UKirk SMU establish an annual giving program. An intentional and robust fundraising infrastructure is essential for the success of potential capital campaigns, and this infrastructure also creates meaningful opportunities for community and donor engagement.
Equipped with data generated by feasibility work, and after analyzing UKirk SMU's giving data, we:
created a 12-month fundraising plan
organized events for individual and congregational donors to experience the power of the UKirk SMU community
prepared for one-on-one invitations to pledge to the UKirk SMU community over both an annual and multi-year period
created a thank you rubric which engages fundraising committee, board and staff
implemented an of year-end campaign
planned a gala fundraising event with volunteers and staff
Good Samaritan Episcopal Church
How does a feasibility study create a healthy capital campaign?
Phase I: listening
In the midst of the pandemic, the Episcopal Church of the Good Samaritan was asking crucial questions about their identity. As the congregation experienced online worship and virtual community, parishioners were reflecting what was of value and remained true over a changing season. Through a parish-wide listening phase we:
implemented a process for all voices to be heard
identified and defined the core values of the faith community
created a core filter for making decisions together
trained the leadership on how to use the filter across the organization.
In addition to identifying core values, the strategic visioning process prepared the congregation for a capital campaign as it provided a process for asking what it means to be a good neighbor in their context.
Phase II: feasibility
For some time, members of Good Sam dreamed of engaging in capital improvements. In the spring of 2023, they engaged in a feasibility study to determine the level of support for a proposed campaign. They wanted to move forward with the support of the congregation and, not having done a capital campaign in more than two decades, wanted to make sure they knew the:
level of awareness of the proposed plans within the parish
level of support for moving forward with a capital campaign
level of engagement by the congregation with the projects and their perception of priority
realistic and feasible goals should a campaign move forward
The results of our feasibility study strongly suggested that Good Sam move forward, and also provided insights into the congregation that would be invaluable to running a healthy capital campaign and to Good Sam's overall strategy for fundraising going forward.
Phase III: solicitation
With the feasibility study as as our infrastructure, we moved into the solicitation phase with confidence. In the fall of 2023, Good Sam launched Assurance of Things Hoped For, a capital campaign with a goal of $1,203,071. Leadership and volunteers invited gifts while also making sure to keep the congregation informed and engaged, and the process transparent.
In January 2024, Good Sam raised $1,305,155. They surpassed the goal the feasibility study pointed us toward, and just as importantly, they strengthened relationships and inspired the congregation to imagine new possibilities for love, active caring, and servanthood. A healthy capital campaign by all of our standards.
Sycamore Collaborative
What’s the path from food pantry to food justice?
Phase I: communications audit
Serving Schenectady County in upstate New York, Sycamore Collaborative (formerly Schenectady Inner City Ministries, or SICM) has been a lifeline in a time of increasing food insecurity and an inspiration for community engagement to volunteers and clients alike. Embracing their decision to become intentionally interfaith, we walked alongside the organization to look across all its communications to understand more clearly what they want to say, to whom, when and how.
In our communications audit, we:
reviewed all current communications
conducted key interviews
led a retreat among organizational leaders and key staff
organized and analyzed data
reviewed staffing capacity
made recommendations and provided reflective language to move the organization forward
Phase II: strategic plan, renaming + rebranding process
As our communications audit concluded, we entered Phase II. In this iteration of our work, we:
articulated core values
created a strategic filter for decision-making
collaboratively created a far-reaching strategic plan
created a new visual identity, name, and website
Calvary Episcopal Church
How are we leaders in the neighborhood at the intersection of tradition and newness?
Listening + feasibility
Together, we helped Calvary discern how their space reflects their core values and what is needed for the congregation to live into their collective vision. We created and led a listening process where guided conversations fostered deeper relationships and capital improvement projects were identified. We then engaged in a feasibility study, concluded that there was indeed a campaign to conduct and are currently in the midst of implementation of soliciting gifts.
Christ Church Episcopal
How can we integrate our community's cultural changes about money and giving into our stewardship model?
Fundraising
Our team has worked with this congregation since 2020. Over the past four years, they have undergone a cultural shift in providing transparency around giving and the culture around confidentiality in pledges.
Now, as they have successfully called a new rector, their congregation is ready to implement a year-round stewardship model that will allow formation and education throughout the year.
West End Church
How do we show people who we really are?
Phase I: communications audit
West End Church on the Upper West Side of Manhattan is a community with deep roots, curious spirits, and hearts set on God’s way of justice and peace. They want their neighbors, and the whole world, to know what they're up to, why it matters, and how to be involved, especially in this time when connection and community are so vitally important.
After leading a robust communications audit including a strategic retreat, series of interviews and a survey, we created a framework authentic to them through which to view their communication strategy. We then rebranded West End Church through a new logo and communication system, and built and launched their new website. We continue to provide on-going communications support as they live into their new look and articulated identity.
Phase II: fundraising
Alongside our on-going communications support, we work with West End to develop annual campaigns that reflect their culture, identity, theology of giving, and goals. Our work together has included:
creating opportunities for leaders to reflect on money narratives
creating and implementing segmentation of giving data to consider appropriate strategies
increasing volunteerism through training, ongoing coaching, and celebration
developing compelling communication pieces for multiples audiences and special occasions