Financial Resource Development

It’s not just about raising money. It’s about fulfilling your vision, achieving your goals, and ensuring a demonstrable impact. It’s also about cultivating relationships. At the heart of fundraising are realistic, intimate, and personal connections that are impacted by every action and every word. We take a holistic approach. It is strategic, requiring patience, expertise, intellect, and skill. It involves thinking beyond the obvious, a deeper dimension: new ideas, anticipated issues, people dynamics, and long-term implications. It requires discipline and focus.

Whether it’s a major capital campaign, annual fundraising, program initiative or an endowment campaign, we will provide everything you need to achieve your goals:

  • Strategic Counsel, Thought Innovation and Comprehensive Resources
  • Pre-Campaign Assessments
  • Developing, Writing, Designing the Case for Giving
  • Professional Coaching
  • Leadership Development
  • Donor Prospecting and Donor Research
  • Donor Solicitation and Stewardship
  • Identifying and Delivering New Approaches and Sources of Revenue
  • Corporate Philanthropy and Sponsorship

"It is a pleasure to work with Lee I worked with him as a lay leader and was so impressed with him that I recommended him to another synagogue when I became the Executive Director. He gears his process to each individual campaign and fully immerses himself into the community. Clergy, Leaders and professionals alike see him as a trusted partner and as a mensch. You truly see that this is more then a job for him – it is a sacred responsibility. There is nobody in the development community that is as dedicated and committed as Lee."