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  • Fund Development Planning

Due to the changing economy and your organization’s life cycles, a strategic philanthropic revenue plan is necessary. Through analysis, plan development and implementation, we can help you to ensure success during the future changes that result in long term healthy fundraising programs and planned giving programs.

  • Capital Campaign Planning and Feasibility Studies

Prior to investing the organization’s resources, your board of directors needs assurance that the appropriate issues have been considered. Utilizing a feasibility study, we are able to objectively gather and evaluate critical information surrounding capital initiatives. This will enable your organization to make an informed decision.

JDLevy & Associates is committed to empowering your organization to be successful without incurring the expensive 5-10% campaign consulting fees generally associated with capital campaigns. Our goal is to enable your organization by walking side-by-side with you through a plan that is not only effective and strategic, but also attainable, clear and friendly.

  • Project and Proposal Development

With our focus on sound project development, your organization will be able to identify funding opportunities and develop proposals that capture the needed insights and approach which investors are looking for.

 

  • Prospect Research: Data Enhancement, Screening & Research Solutions

Our research, donor modeling, and database screening solutions can help you spend less time and raise more money while conserving resources. We help you focus your limited resources in appropriate prospect areas and ensure that your data is maximized and accurate.

© 2006 JD Levy & Associates