An outside, independent look into your organization’s fundraising program may be the first step towards growth and increased success. Trilogy Philanthropic will work with your nonprofit to conduct a thorough assessment of your organization’s current fundraising activities, strengths, weaknesses, opportunities, and challenges. We will analyze the organization’s donor database, past campaigns, and overall financial health and provide recommendations for increased performance and results.

Fundraising plans are essential for nonprofits fundraising success. They act as a focused, results oriented roadmap toward elevated financial support and mission impact. Plans will include a SWOT analysis, fundraising goals and objectives, target audiences, fundraising strategies, timeline and milestones, budget, communications and donor stewardship plans, monitoring and evaluation and roles and responsibilities. By incorporating these components into a comprehensive development plan, organizations can create a roadmap for successful fundraising activities that align with their mission and vision. The plan serves as a dynamic tool that can be adapted and refined based on evolving organizational needs and external factors.

A fundraising proposal is a crucial tool to solicit support for your mission. The proposal can be used for foundation grants or major gift requests to communicate the organization’s mission, goals and specific fundraising needs. A well-crafted fundraising proposal is not only informative but also persuasive, making a compelling case for why the funding is needed and how it will make a meaningful impact. Tailoring the proposal to the interests and priorities of the potential donor is crucial for success in securing financial support.

Coaching provides support and expertise to help organizations optimize their fundraising efforts and achieve development goals. Coaching will work in unison with the fundraising plan to provide guidance on the team’s initiatives, recommend best practices, problem solve, and help keep you focused and on track. The experts at Trilogy Philanthropic can coach individuals or teams in a number of areas including, major gifts, annual fund, donor engagement and stewardship, building a development plan, event strategy and execution, board engagement, executive coaching and more.

“If its not in the database, it didn’t happen” – this is a motto we have used throughout our fundraising careers. The strength of a fundraising program is only strong as the health and functionality of its donor database. The database ensures that the organization effectively manages donor relationships, tracks contributions, tracks event attendance, and implements targeted fundraising strategies. Trilogy Philanthropic can help develop, organize and/or clean up your database re

A donor communications plan is a strategic framework that outlines how a nonprofit organization communicates with its donors to build and maintain strong relationships. The plan encompasses various communications channels and strategies aimed at engaging donors, expressing gratitude and keeping them informed about the organization’s impact. Ultimately, a strong donor communications plan leads to increased engagement and financial support. es here

Your organization’s Annual Fund consists of your low-dollar donors and should make up the majority of your donor base. The annual fund is a crucial component of a nonprofit organization's fundraising efforts, providing a steady and predictable source of income to support day-to-day operations and ongoing programs. Trilogy Philanthropic will help develop a customized annual fund program

Trilogy Philanthropic is your event expert, providing support and proven best practices to help your organization hold successful events. We will coach your team on providing exceptional guest experience, event execution and coordination, attendee communication and fundraising strategy.

Team Strategy Sessions: strategy meetings will work in unison with the event plan to provide guidance on the team’s initiatives, recommend proven practices, problem solve, and help keep the team accountable and on schedule. Trilogy Philanthropic will provide agreed upon agendas prior to each strategy session as well distribute and track follow up items.