SERVICES
Our team brings over 350 years of combined experience and expertise in the following areas:
Fund Development Audits
& Assessments
Maximize Your Fund Development Potential
Unlock your organization's full potential by harmonizing your resources and systems with fund development. Realize your organizations tangible advantages, strengthen your team, and achieve your mission effortlessly.
Our Expertise At A Glance:
Comprehensive Audits: We deep dive into both internal and external factors - leadership, resources, service delivery, staff, volunteers, and operational systems.
Insightful Assessments: Identify strengths, seize opportunities, and address gaps effectively.
Strategic Benchmarks: We work with you to set achievable benchmarks, discover industry best practices, and craft actionable plans tailored to your needs.
Our Specialized Services Include:
Database Systems Analysis: Review of your database systems, processes, and policies for optimization.
Practical Recommendations: Get actionable insights and guidance for enhancement.
Hands-On Implementation: Support ensuring recommendations are smoothly integrated.
Process Development: Crafting processes, policies, templates, and documentation suited to your organization.
Continuous Support: Benefit from ongoing training and guidance.
In-Depth Organizational Studies: From organizational audits to capacity studies.
Environmental Scans: Keep a pulse on market dynamics and gain an edge in the competitive landscape.
Elevate your fund development strategies with us and drive your mission forward.
Board Development & Governance
Elevate Your Board Development & Governance
Donors are drawn to organizations characterized by innovative and foresightful leadership, beginning at the top. Our services are dedicated to emboldening your board’s leadership, ensuring alignment with your unique mission and objectives.
Tailored Strategies for Enhanced Performance
Our thorough evaluations of board performance, are carefully measured against your organization’s established goals. We craft bespoke strategies, policies, templates, priorities, and work plans, thoughtfully and strategically designed to seamlessly align your governance structures with your overarching mission.
Revitalizing Learning Experiences
Engage in transformative retreats, workshops, and continuous mentorship programs, each purposefully created to infuse vitality and enhance the efficacy of your board. These experiential learning opportunities are designed not just to educate but to inspire and rejuvenate your team for maximized effectiveness.
Our services include:
Mentorship & Development: Exclusive mentorship, training, and board development initiatives for your dedicated staff. We develop passionate leadership, and foster committed board members, enhancing capacity and fostering a culture of continual learning and improvement.
Strategic Vision & Planning for Impact: Our strategic planning services are fine-tuned for the social good sector, providing clarity, vision, and a reinforced focus on impactful fund development efforts.
Governance & Organizational Enhancement: Receive expert guidance as we collaborate to crystallize your vision, set forth long-term goals and practical strategies, and develop effective governance and organizational structures that are crucial for the unique challenges and opportunities non-profits face.
Highlighting Your Unique Value: Together, we’ll accentuate the unique attributes and values of your organization, maximizing the resonance and impact of your work.
Cultivating a Culture of Giving: Let’s foster a flourishing philanthropic culture within your organization, inspiring generosity and deepening support.
Engaging Stakeholders Effectively: With enhanced engagement strategies, confidently connect with stakeholders and supporters, solidifying your organization's presence and influence within the community and beyond.
Embark on a transformative journey towards governance excellence with ViTreo as your trusted partner. Through our collaborative efforts, witness the emergence of a resilient, forward-thinking board ready to navigate and champion the future's challenges and possibilities. Together, let's create waves of positive impact!
We’re dedicated to expertly guiding social good organizations through the campaign journey. Our suite of services include:
Campaign Planning & Readiness: Engage in meticulous planning and readiness evaluations, setting the stage for a robust campaign kickoff.
Case for Support Development: Your story matters. We’ll help you craft compelling cases for support, integrating strategic messaging and design that showcases your mission’s value, clearly presenting your fundraising goals to engage diverse audiences.
Campaign Development & Monitoring: Benefit from our well-detailed plans and constant monitoring services, designed to guarantee your campaign navigates smoothly towards its goals.
Naming Plans: Our strategic naming services ensure your campaign is memorable, aligning perfectly with your brand and specific campaign objectives.
Implementation Guidance: Lean on our expert advice and guidance, aiding you in executing a seamless and successful campaign from start to finish.
On-site Interim Staffing: Should you need temporary staffing support, we seamlessly integrate interim professionals into your team, providing the support you need, when you need it.
Prospect Identification & Strategy: We deploy advanced techniques to identify potential donors, crafting strategies that effectively engage and secure their support.
Proposal Writing: Our proposals are not only well-crafted but also tailored to express your vision distinctly, resonating with and attracting potential supporters effectively.
Let’s turn your fundraising vision into reality with precision and passion together.
Campaign Planning & Management
Crafting a fundraising campaign, regardless of its size, requires a blend of deep understanding of your organization and a nimble response to external changes.
We offer personalized planning and management services to help get your campaign not just to the finish line, but to the goal you’ve set.
Grant Writing
Grant writing requires a unique style and a special skill set. It’s not like writing a literary document or business case, nor is it a story-telling document - it’s all of these and more. A strong grant application shares a persuasive case about why the organization, project, or event is going to have an impact in a way that aligns with a funder's priorities.
Our services include:
Capacity building offerings will improve your team’s knowledge and skillset around grant writing including workshops.
Revenue and fund development plans including annual grant planning
Grant strategy and process improvements
Development of customized grant tracking resources
Grant writing
Grant critiques offer a deep dive into a current or past grant request providing feedback to strengthen a team’s skillset and future applications.
Provide guidance on finding the right funding opportunities
Strengthen organizational knowledge and improve grant writing skills
Interim Fundraisers & Campaign Directors for Hire
Sourcing the right talent for your team is crucial but is is also time consuming and challenging. Often, organizations are looking for an interim solution vs. a long term new hire because they want to sustain relationships with donors and to maintain the momentum of the development program.
Our services include:
Interim Fundraising Support: On-site assistance in crucial development or leadership roles during staff transitions, leaves, or vacancies, ensuring continuous support.
Campaign Staff Assistance: Dedicated personnel for on-site campaign management and special project fundraising, helping you execute plans and raise necessary funds efficiently.
Philanthropic Naming Plans
Board of directors, fundraising volunteers, and fundraisers all want philanthropic and sponsorship naming plans to be an integral part of the fundraising planning process. The two traditional foundational documents for a successful fundraising program have been a case for support and a fund development plan. The philanthropic naming plan, especially for capital spaces and projects, is now an integral part of all capital campaign plans.
Our services include:
Philanthropic naming plans:
Philanthropic naming inventories
Visual inventories for philanthropic naming
Naming policies
Valuation reports
Sponsorship strategy and development
Research Services
Successful fundraising begins with accurate, timely, and relevant information. Prospect research identifies, analyzes, and recommends avenues of financial support so that the fundraising goals of a non-profit organization can be realized. It is a technique used by fundraisers, development teams, and non-profit organizations to learn more about their donors and prospective donors – their personal backgrounds, giving histories, wealth indicators, and philanthropic motivations – and to evaluate a prospect’s ability to give (capacity) and warmth (affinity) toward an organization.
The role of research is essential at each stage of the development process: identification, discovery, cultivation, solicitation, and stewardship. The goal of research is to provide concise, actionable information that can identify and prioritize prospects, efficiently direct the efforts of fundraisers, support data-driven decisions, and help inform solicitation and marketing strategies.
Our services include:
Prospect research profiles
Prospect pipeline development
Identification of campaign funding sources
Identification of grant sources
Grant writing
Analysis of existing donors to identify those with the capacity to elevate their giving
Competitive reviews/Environmental Scans
Development of prospect management plans and processes
Vetting of board and volunteer prospects
In-depth wealth analysis
Identification of corporate prospects for marketing sponsorships and event underwriting
Research training and workshops
Supplemental research work during busy times
Temporary support during staff absences
Revenue Development Planning and Management
Enhance your revenue and fundraising outcomes yearly through careful planning and expert implementation. We work hand-in-hand with you to craft a custom revenue development plan and a compelling support case that resonates.
With our support, your fundraising initiatives will not only meet but can exceed expectations, laying a solid foundation for the financial health and sustainability of your organization.
Our services include:
Program Audits & Assessments: Gain insights with our thorough review of your current fundraising and revenue initiatives, pinpointing both strengths and areas for improvement.
Revenue & Fund Development Plans: Together, we will devise strategies that promise not only immediate gains but also long-term fundraising and revenue growth, supporting the sustained impact of your organization.
Case Development: Your story matters. We’ll help you craft compelling cases for support, integrating strategic messaging and design that showcases your mission’s value, clearly presenting your fundraising goals to engage diverse audiences.
Prospect Research: Discover potential donors and supporters who resonate with your cause through our meticulous prospect research and analysis.
Leadership Recruitment & Development: Attract and nurture dedicated team members with our support in recruiting, coaching, and mentoring, building a leadership team and staff as committed to your cause as you are.
Philanthropic Culture Building: Cultivate an environment where philanthropy thrives and is deeply valued, fostering a culture of support and understanding within your organization.
Event Planning & Renewal: Breathe life into new and existing events with our strategic planning and counsel, ensuring each event is a success and truly reflects your mission.
Database System Analysis: Optimize efficiency with our review and refinement of your database system and business processes, along with necessary adjustments to policies and procedures.
Process & Documentation Development: Smoothly run your operations with our assistance in developing efficient fund development processes, policies, and documentation, ensuring compliance and efficiency.
Proposal & Grant-Writing Services: Stand out and secure funding with our expertly crafted proposals and grants, each one tailored to highlight the unique aspects and needs of your organization.
Philanthropy Planning: Maximize your online and social media presence with our strategic planning services, engaging and inspiring across platforms for effective revenue development.
Search & Talent Development
ViTreo is deeply rooted in the social good community, specializing in executive and fund development search services. With a proven record, we excel in pairing clients with fundraising professionals who are not only dedicated but also remarkably effective.
What We Offer:
Tailored Recruitment Strategy: Understanding your goals, we design a recruitment strategy that ensures the addition of individuals possessing the right skills, passion, and personality to your team.
New Hire Coaching: Your new hire will have a smooth transition with our one-on-one development and coaching sessions, aligning them with your organization’s unique ethos and objectives.
Interim Fundraising Support: During staff transitions, leaves, or vacancies, rely on us for interim on-site support in key development or leadership roles, ensuring continuity in your initiatives.
On-Site Campaign Director: For your special projects or initiatives, our on-site campaign directors will implement and oversee campaign plans, actively assisting in fundraising efforts.
We make finding and developing the right talent for your organization becomes less daunting, allowing you to focus on what matters most - your mission for social good.
Stewardship 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
Communications and Marketing
Our services include:
Communications plans including campaign communication plans
Rebranding
Annual Reports
Case for Support
Marketing audits
Social Media audits and plans
Content creation
Graphic design support
Copywriting
Direct Mail
Interim support from Marketing Director to social media coordinator
Email newsletters and campaigns
Training and workshops
Press Releases and more
Research shows it takes between seven and 12 “touchpoints” for a donor to make the decision to support your non-profit organization. These touchpoints, take many forms throughout the giving cycle and the fundraising ask is only one communication. Is your non-profit reaching all of its potential donors? Does your brand, website, digital marketing pieces and social media assets truly reflect your mission and the audiences you want to reach? We can help lead, develop, and implement effective communication and marketing strategies designed to increase your brand reach, awareness, and donor communications to inspire new and repeat donations.
Strategic Counsel
Getting the right advice at the right time is critical to the success of any endeavor. This is true in a dynamic fundraising campaign and it is true in the day-to-day operations of our most important non-profits.
ViTreo has a wealth of expertise in every area of fundraising and philanthropy. We are regularly asked to provide strategic counsel to board members, CEOs, and non-profit leaders. Our counsel options vary from high level, strategic counsel to comprehensive in-house support or a combination of both.
