Major Gift or Annual Fund Program Implementation Sequoia Philanthropic can provide part time staffing to begin a major gifts/annual fund program or expand and existing program Ø  Staff a new or existing major gifts program Ø  Rate and prioritize major gift prospects Ø  Formulate and implement cultivation plans for each major gift prospect Ø  Prepare solicitation plans Ø  Make appointments and accompany staff/volunteers on cultivation and solicitation visits Ø  Acknowledge gifts as they arrive Ø  Write and implement stewardship plans for donors Ø  Fill the “gaps” in your major gifts program!	Major Gift/Annual Fund Evaluation  The Major Gift Evaluation service offered by Sequoia Philanthropic Partners reviews all aspects of major giving and develops a comprehensive plan for increasing annual, major and planned giving contributions.  The includes three one-hour interviews with the chief executive officer, the senior development staff person and the Board president or chair.  Additional 30 minute interviews are conducted with up to three additional staff or volunteers. The final report will include an analysis of information gathered in the interviews, an initial prospect list, recommendations of elements to implement in the next six months and a suggested timeline for implementation. The report will be orally reviewed with the CEO and Board Chair and President.                                             Interim Development Services Sequoia Philanthropic, LLC provides interim development services, focused on major gift relationships and high end annual fund donors for those organizations who need interim support.  Organizations who have experienced development professionals on medical or maternity leave, or those who are in between development directors or major gifts officers greatly benefit from the services provided by an experienced development professional.
Fundraising Coaching Services Investing in a fundraising coach for the executive and board is a cost effective choice for the organization to gain the expertise necessary to raise major gifts from individuals, write successful grants and garner support from corporations.  Sequoia Philanthropic offers comprehensive, cost effective coaching that will jump start your fundraising efforts and provide a solid foundation for future income growth.  Methodology The coaching process includes: v  Assessment of the current skills of the individual(s) during an initial two hour meetingv  Utilization of assessment to create a three month action plan with goalso   goals are adjusted as work progressesv  Monthly meetings in person combined with weekly phone meetings v  Pre-work and post-work reflection and readingv  Feedback done in a helpful, supportive environmentv  Progress noted and documented after each coaching sessionv  Transition to a long term coaching plan when the time is right Measures of Success v  Acquisition of skills to manage an annual fund programv  Knowledge of basic fundraising theory related to individual givingv  Understanding of the foundation application process and grant writingv  Expertise in approaching corporations for fundingv  Ability to identify and cultivate individual prospectsv  Increased confidence in soliciting prospects v  Client knows how to steward donors as part of the acknowledgement process Coaching services can be tailored for your organization’s specific needs.  This service is recommended for executives, board chairs, finance professionals and fundraising generalists. Contact Mary Ellen Barringer at 301 466-7427 or Maryellen@sequoiaphilanthropic.com for further information and specific terms.