We help you grow
Consulting
Emboldini doesn’t just deliver a blueprint; we deliver a blueprint and a house you can start living in right away.
Planned giving cohort programs
Emboldini offers cohort-based planned giving intensive programs to provide practical education on a variety of planned giving vehicles, their tax benefits, scenarios where each vehicle is a potential fit for a donor, how to talk about each vehicle in a meeting, and sample materials to reference each vehicle in marketing materials. We’ll also cover pitfalls to avoid in planned giving conversations and internal operations. The Planned Giving Intensive Cohorts are offered several times each year.
Most popular packages
“Meaningful Conversations” training. Emboldini’s “Meaningful Conversations” methodology for audience engagement and tracking is a powerful approach to level up fundraising and stewardship efforts, including planned giving. This methodology also drives efficiencies with tracking and reporting development activity.
Marketing strategy, website development, and communications support. Emboldini has decades of experience building marketing and communications strategies and developing websites for hundreds of nonprofits. Our team can serve as your turnkey outsourced partner for all things marketing, take a few tasks off of your team’s plate, or anything in between.
Organizational audit. Emboldini comprehensively reviews your nonprofit's policies, processes, agreements, practices, and culture. This customized package is built to give you a professional and unbiased perspective that focuses on areas of excellence, areas for improvement, and industry best practices.
Consulting methodologies
Embolden offers consulting services that are very different from what’s available through other vendors.
Unparalleled experience. Our team has decades of experience working with, in, and for nonprofits and foundations. We understand best practices for achieving missions, goals, and operating structures; in other words, we understand the “business” of growing and engaging your donor base. At least one “playbook” is a deliverable of every engagement.
Getting things done. Emboldini’s dual approach to consulting includes not only traditional planning and analysis, but also moving actual work forward even while we build strategies and plans. This ensures a strong return on investment in the consulting resources; practical, accelerated progress; identification and implementation of workflow efficiencies; and a final plan that is already in motion and will never sit on a shelf. (In other words, we don’t just deliver a blueprint; we deliver a blueprint and a house you can start living in right away.)
Peer learning. Emboldini constantly seeks out opportunities within its broad network to introduce clients to each other for peer learning and connections. Consulting packages include formal and informal peer-learning forums. Similarly, every Emboldini engagement includes a strong element of executive coaching and training for specific members of the client’s team.
Stakeholder-focused approach. Emboldini consulting engagements include not only anonymous stakeholder interviews, but also working sessions to review and strategize about specific stakeholders, avoiding the trap of generalizing about audiences and categories of lists. We will spend quality time discussing specific donors and families, for example, and determine concrete and actionable next steps to further stewardship efforts.
More consulting examples
Campaign consulting. Emboldini’s campaign consulting includes campaign development, communications strategies, messaging, materials development, and audience activation to support and grow your nonprofit’s fundraising and stewardship efforts.
Strategic planning consulting. Emboldini’s strategic plan development services include stakeholder perspectives and a competitive scan, facilitating board discussions, and getting actual work done to ensure the plan is actionable and practical.
Legacy giving and endowment consulting. A legacy giving and endowment campaign will embolden your nonprofit's donors and supporters to continue giving annually while committing to making an after-lifetime gift to support your organization perpetually. Emboldini will help your nonprofit focus on developing a customized blueprint, timeline, and implementation strategy to secure legacy gifts and build endowment funds, which will generate a steady, annual stream of income to support your nonprofit's programs, operations, and philanthropic goals.
Donor segmentation consulting. Emboldini helps create a comprehensive donor segmentation and engagement plan (or review of an existing plan), including developing segmentation criteria and objectives, to increase donor engagement and satisfaction while optimizing staff capacity and strengths.
